Unclaimed
Melinda Oakley is a financial advisor currently registered with Voya Financial Partners, LLC in Addison, TX. Melinda has been in the financial services industry since 2008 and holds the Series 7, Series 63 and SIE licenses. Melinda has been registered with the following states: Alabama, Arkansas, Florida, Georgia, Kansas, Louisiana, Mississippi, Oklahoma, South Carolina, and Texas. Melinda has previously worked for Northwestern Mutual Investment Services, LLC, Citigroup Global Markets Inc. and Pan-American Financial Advisers.
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.
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.
1
2
TX
02/23/2015 - Present
Voya Financial Partners, LLC (Addison TX)
LA
11/03/2009 - 03/21/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (METAIRIE LA)
NY
10/19/2004 - 08/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
LA
08/06/2002 - 10/15/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
BC
Issued 11/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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