Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Witt is a registered investment advisor with MML Investors Services, LLC. Melinda has been in the financial services industry since 1992, and has a Series 6, Series 63, and Series 65 license. Melinda has worked with a variety of clients, including individuals, corporations, and retirement plans. Melinda's previous employers include G. R. Phelps & Co., Inc. and NYLIFE Securities Inc. Melinda is committed to providing her clients with personalized financial advice and investment strategies to help them reach their 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/01/1996 - Present
MML Investors Services, LLC (DALLAS TX)
NA
10/06/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
NY
02/24/1992 - 08/11/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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