Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Cao is a financial advisor with SoFi Wealth LLC. Melinda has been working in the financial services industry since 2018 and has a broad range of experience. Melinda is registered to provide investment advice in Texas. She is also registered with the state of Texas. Previously, Melinda worked for AXA Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
05/18/2020 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
UT
10/08/2019 - 04/20/2020
AXA ADVISORS, LLC (SALT LAKE CITY UT)
CA
07/09/2018 - 09/17/2019
CHARLES SCHWAB & CO., INC. (Menlo Park CA)
IA
Issued 05/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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