Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Little is a financial professional with over 7 years of experience in the industry. Melinda currently works at Concourse Financial Group Securities, Inc. Melinda specializes in providing a wide range of financial services, including investment advice, financial planning, and portfolio management. Melinda holds the Series 6, 7, 24, and 63 licenses. Melinda is dedicated to helping clients reach 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.
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.
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2
AL
11/09/2021 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
06/10/2021 - 10/21/2021
STONEX FINANCIAL INC. (BIRMINGHAM AL)
AL
10/14/2020 - 06/01/2021
PROEQUITIES, INC. (BIRMINGHAM AL)
UT
09/13/2019 - 10/08/2020
INTL FILLMORE ADVISORS LLC (PARK CITY UT)
AL
07/12/2017 - 10/08/2020
STONEX FINANCIAL INC. (BIRMINGHAM AL)
NY
03/14/2019 - 05/01/2019
INTL FCSTONE CREDIT TRADING LLC (NEW YORK NY)
AL
08/16/2017 - 08/31/2018
INTL CUSTODY & CLEARING SOLUTIONS INC. (BIRMINGHAM AL)
AL
03/14/2016 - 07/13/2017
BBVA SECURITIES INC. (BIRMINGHAM AL)
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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