Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Hosier is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Hickory, NC. Melinda has been in the financial services industry since 1981, and has been associated with Merrill Lynch since 2007. She is licensed to provide investment advice in North Carolina. Melinda specializes in a variety of financial products and services, including retirement planning, investment management, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/26/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NC
12/21/2007 - 11/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
SC
10/22/1981 - 07/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
BOTH
Issued 09/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/1994
Series 65 - Uniform Investment Adviser 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 12/27/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melinda Hosier is the right advisor for you? Invested Better is here to help.
