Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Schad is a financial advisor with Morgan Stanley. Melinda has been in the industry since 1998 and is registered to provide investment advice in multiple states including California, Texas, Arizona, Colorado, Florida, Idaho, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, South Carolina, Tennessee, Utah, Virginia, Washington, Wisconsin, and Wyoming. Melinda has experience with a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, banking or thrift institutions, and state or municipal government entities. Melinda has a deep understanding of the financial markets and is committed to providing her clients with personalized financial 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.
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
CA
03/25/2022 - Present
Morgan Stanley (Beverly Hills CA)
CA
10/20/2021 - 03/28/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES CA)
CA
04/13/2021 - 10/19/2021
RBC CAPITAL MARKETS, LLC (EL SEGUNDO CA)
CA
06/24/2013 - 04/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES CA)
CA
02/20/2008 - 06/24/2013
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
12/14/2007 - 02/08/2008
B. RILEY & CO., LLC (LOS ANGELES CA)
CA
04/28/2003 - 12/06/2007
A. G. EDWARDS & SONS, INC. (BEVERLY HILLS CA)
CA
05/02/2001 - 05/05/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/05/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
03/13/1998 - 03/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1998
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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