Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Disque is a registered representative and investment advisor representative with Osaic Institutions, Inc. Melinda has been working in the financial industry since October 2008. Melinda has a variety of experience, including working as a financial advisor and as a trust officer. Melinda has been registered with the Securities and Exchange Commission since October 14, 2015. Melinda offers financial planning and investment advisory services to individuals, businesses, and charitable organizations. Melinda is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
PA
10/14/2015 - Present
Osaic Institutions, Inc. (Indiana PA)
PA
05/28/2010 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (EBENSBURG PA)
PA
10/14/2008 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (INDIANA PA)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2010
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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