Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda McCubbin is a financial advisor registered with Equita Financial Network, Inc. Melinda holds the Series 65 securities license and has been in the industry since June 2007. Melinda has worked with Truman Wealth Advisors, LLC and Shelter Mutual Insurance Company. Melinda is a Certified Financial Planner and a Chartered Financial Consultant. Melinda specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
08/29/2023 - Present
Equita Financial Network, Inc. (FORT WASHINGTON PA)
IA
Issued 10/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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