Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Kean is a financial advisor who has been working in the financial industry since 1997. Melinda is currently registered with Raymond James Financial Services Advisors, Inc. in Indiana and Texas. She has a Series 7, Series 31, and Series 63 license. Previously, Melinda was employed by Morgan Stanley and Morgan Stanley & Co. Incorporated. Melinda specializes in providing financial planning, investment advice, and retirement planning services. She has a strong track record of helping clients achieve 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
03/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Indianapolis IN)
IN
06/01/2009 - 03/02/2020
MORGAN STANLEY (INDIANAPOLIS IN)
IN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (INDIANAPOLIS IN)
IN
10/30/2002 - 04/02/2007
MORGAN STANLEY DW INC. (INDIANAPOLIS IN)
NY
05/22/1997 - 11/05/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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