Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Woolsey is a financial advisor in Indianapolis, Indiana. Melinda has been working in the financial services industry since May 1996. Melinda is currently registered with Cetera Investment Advisers LLC. She has previously worked at other firms including First Allied Securities, Inc., David A. Noyes & Company, Wells Fargo Clearing Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., RBC Capital Markets, LLC, and A. G. Edwards & Sons, Inc. Melinda holds Series 7, Series 63, and Series 65 licenses. Melinda is a Registered Representative and an Investment Adviser Representative.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
10/11/2021 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/12/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
10/03/2018 - 10/17/2019
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
09/22/2017 - 10/11/2018
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
07/28/2014 - 08/29/2016
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
IN
11/15/2004 - 08/15/2014
RBC CAPITAL MARKETS, LLC (INDIANAPOLIS IN)
MO
04/05/1995 - 11/18/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melinda Woolsey is the right advisor for you? Invested Better is here to help.
