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Melinda Anne Oakley

Voya Financial Partners, LLC

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About Melinda Anne Oakley

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.

Firm Information

Melinda Oakley is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melinda Oakley’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melinda Anne Oakley.
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