Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Smith is a financial professional with over 17 years of experience in the industry. Melinda is currently registered with HSBC Securities (USA) Inc. and has been in this role since 2019. Prior to her current position, Melinda was registered with KEY INVESTMENT SERVICES LLC in Youngstown, NY, and FIFTH THIRD SECURITIES, INC. in Naples, FL. Melinda's specializations include providing asset allocation recommendations, selection of other advisors, and portfolio management for pooled investment vehicles and businesses. Melinda 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/26/2023 - Present
Hsbc Securities (usa) Inc. (Buffalo NY)
NY
03/20/2019 - 10/23/2023
HSBC SECURITIES (USA) INC. (Amherst NY)
NY
06/26/2013 - 04/19/2017
KEY INVESTMENT SERVICES LLC (Youngstown NY)
FL
09/20/2007 - 02/25/2011
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
NY
01/01/2005 - 05/30/2007
HSBC SECURITIES (USA) INC. (NORTH TONAWANDA NY)
NY
06/01/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melinda Smith is the right advisor for you? Invested Better is here to help.
