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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Kathleen Mchugh is a financial advisor at Lido Advisors, LLC, a firm that specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and institutional clients. Melinda has extensive experience in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Melinda holds the Series 65, 63, 24, 7, and 22 licenses and is a Certified Financial Planner. Melinda has been in the financial industry since 2003 and is committed to providing her clients with the highest level of personalized service and guidance.
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.
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.
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.
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2
CA
10/31/2019 - Present
Lido (LOS ANGELES CA)
FL
11/06/2008 - 10/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
04/15/2004 - 11/13/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
NV
03/10/2003 - 03/31/2004
VESTIN CAPITAL, INC. (LAS VEGAS NV)
IA
Issued 4/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 8/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 3/6/2003
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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