Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Perry is a financial advisor at UBS Financial Services Inc., where Melinda has worked since January 2022. Melinda has been in the financial industry for over 17 years. Melinda is registered with FINRA as a General Securities Representative and has passed the Series 7, Series 9, Series 10, Series 3, and Series 31 exams. Melinda is also registered as an Investment Advisor Representative with the state of Oklahoma and Texas. In addition to her work at UBS, Melinda is also a member of the board of directors for the Tulsa Zoo Management Inc., and serves on the advisory board for Northeastern State University's College of Business and Technology.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
01/20/2022 - Present
UBS Financial Services Inc. (TULSA OK)
OK
08/12/2019 - 01/12/2022
BOK FINANCIAL SECURITIES, INC. (TULSA OK)
OK
06/17/2013 - 08/01/2019
PURSHE KAPLAN STERLING INVESTMENTS (TULSA OK)
OK
05/02/2013 - 06/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
09/15/2011 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (TULSA OK)
OK
05/27/2010 - 08/26/2011
BOSC, INC. (TULSA OK)
OK
11/23/2004 - 05/18/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
BOTH
Issued 04/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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