Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Caroline Lapert is a financial advisor currently working for Wells Fargo Advisors Financial Network, LLC. Melinda has been in the financial industry since October 1985. Melinda is registered with the state of Texas and holds the Series 7, Series 63, and SIE licenses. Melinda is also a registered Investment Advisor Representative (IAR) with the state of Texas. Melinda has over 37 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
09/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (PLANO TX)
TX
08/31/2012 - 09/12/2022
WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)
TX
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
04/17/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
TX
10/23/1985 - 03/29/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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