Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Dieckmann is a financial advisor at Stifel, Nicolaus & Company, Inc. Melinda has been in the financial industry since 2009 and has a proven track record of success. Melinda specializes in providing a wide range of financial services including financial planning, portfolio management, and pension consulting. Melinda is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/11/2021 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
06/29/2012 - 10/21/2019
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
05/13/2010 - 07/12/2012
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
PA
10/16/2009 - 05/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER ST. CLAIR PA)
PA
07/30/2008 - 10/28/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
BOTH
Issued 07/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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