Unclaimed
Melinda Louise Andrew is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Melinda is active in both the Broker/Dealer and Investment Advisor industry. She has been working in the financial services industry since March 2019. Melinda holds Series 7TO, Series 63 and Series 66 licenses and is registered in 52 states. She is also registered as an Investment Advisor Representative in Florida and Texas. Melinda is currently located in Jacksonville, Florida. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Melinda worked at Prudential Investment Management Services LLC in Jacksonville, Florida.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
04/01/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
02/29/2020 - 02/19/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Jacksonville FL)
BOTH
Issued 08/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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