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 an investment advisor representative with Cetera Investment Advisers LLC. Melinda has been in the securities industry for 27 years and has a Series 63, 65, and 7 license. Melinda has experience working with clients of various types, including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Melinda provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers. Melinda is registered with the state of Indiana and is also a registered sales assistant with ArISTRY Wealth LLC DBA Brunette & Associates.
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 5/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/1995
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.
