Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Beier is a financial advisor with over 23 years of experience in the industry. Melinda is currently registered with Morgan Stanley in Lafayette, IN. Prior to joining Morgan Stanley, Melinda was affiliated with FIFTH THIRD SECURITIES, INC., LPL FINANCIAL LLC, PNC INVESTMENTS, and NATCITY INVESTMENTS, INC.. Melinda holds the Series 7, Series 24, Series 63 and Series 65 licenses. She is a member of the Board of Trustees for Saint Joseph's College, Mainstreet Rensselaer, and Franciscan Health Foundation. Melinda is also a member of the Rensselaer Rotary Club. Melinda specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
05/22/2023 - Present
Morgan Stanley (Lafayette IN)
IN
06/18/2014 - 05/25/2023
FIFTH THIRD SECURITIES, INC. (VALPARAISO IN)
IN
01/20/2011 - 06/19/2014
LPL FINANCIAL LLC (VALPARAISO IN)
IN
11/13/2009 - 01/04/2011
PNC INVESTMENTS (RENSSELAER IN)
IN
07/10/2002 - 11/13/2009
NATCITY INVESTMENTS, INC. (RENSSELAER IN)
MO
02/02/1999 - 07/09/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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