Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Lee is an active advisor with J.P. Morgan Securities LLC. Melinda Lee has been in the industry since June 2008. Prior to joining J.P. Morgan Securities LLC, Melinda Lee was associated with Chase Investment Services Corp., J.P. Morgan Securities Inc., and J.P. Morgan Securities LLC. Melinda Lee holds the Series 66, Series 7 and Series 24 licenses. Melinda Lee has 19 approved SRO registrations, 1 approved FINRA registration, 3 approved state registrations and 2 approved IA state registrations. Melinda Lee has registrations in Connecticut, New York, and Texas. Melinda Lee specializes in providing financial planning and investment advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/20/2023 - Present
J.p. Morgan Securities LLC (New York NY)
CT
07/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CT)
CT
10/01/2008 - 06/03/2011
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
CT
05/05/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW CANAAN CT)
BOTH
Issued 08/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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