Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Pincus is a financial advisor with Principal Securities, Inc. Melinda has been in the financial industry since 2004 and has experience working with various firms. Melinda has worked in Texas, Pennsylvania, and Minnesota. Melinda holds multiple licenses including Series 7, Series 63, Series 66, and Series 52TO. Currently, Melinda serves clients in a variety of capacities, including individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Melinda is based in Addison, TX, and is registered with Principal Securities, Inc.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
08/21/2018 - Present
Principal Securities, Inc. (DALLAS TX)
TX
07/24/2015 - 07/09/2018
MML INVESTORS SERVICES, LLC (Dallas TX)
TX
10/18/2013 - 07/07/2015
WFG INVESTMENTS, INC. (DALLAS TX)
PA
02/19/2004 - 01/11/2013
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
06/06/1996 - 08/15/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/06/1996 - 08/15/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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