Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Gail Thomas is a financial advisor with over 30 years of experience in the industry. Melinda is registered with World Investment Advisors, LLC and has a strong track record of providing comprehensive financial planning and investment management services. Melinda is a Certified Financial Planner™ and holds a variety of licenses and designations, including the Series 7, 9, 10, 31, and 63 licenses, as well as the SIE and Series 65 exams. Prior to joining World Investment Advisors, LLC, Melinda held positions with CAPFINANCIAL SECURITIES, LLC, LPL Financial LLC, NRP FINANCIAL, INC., MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MML INVESTORS SERVICES, INC. Melinda specializes in providing services to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities.
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.
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2
CA
07/02/2019 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
06/19/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (San Luis Obispo CA)
CA
11/30/2010 - 06/19/2015
LPL FINANCIAL LLC (SAN LUIS OBISPO CA)
CA
01/23/2009 - 11/30/2010
NRP FINANCIAL, INC. (SAN LUIS OBISPO CA)
CA
04/02/2007 - 01/26/2009
MORGAN STANLEY & CO. INCORPORATED (SAN LUIS OBISPO CA)
CA
06/13/1994 - 04/02/2007
MORGAN STANLEY DW INC. (SAN LUIS OBISPO CA)
MA
05/22/1990 - 06/28/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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