Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Lynne Miller has been a registered representative since July 2008. Melinda has been associated with Cetera Investment Advisers LLC since February 2014 and is registered with the state of Florida. Melinda previously was associated with Morgan Keegan & Company, Inc. from September 2009 to March 2012 and Edward Jones from July 2008 to March 2009. Melinda has passed the Series 66, Series 7, and SIE exams. Melinda also has a Series 63 license from the state of Florida. Melinda is a licensed agent with Regions Bank where she offers guidance and customer service for deposit accounts, loans and credit card products. Melinda also provides fixed insurance sales, credit counseling and review of credit reports, and mortgage loan assistance.
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.
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
FL
02/25/2014 - Present
Cetera Investment Advisers LLC (MILTON FL)
TN
09/21/2009 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
07/23/2008 - 03/04/2009
EDWARD JONES (DEFUNIAK SPRINGS FL)
BOTH
Issued 8/1/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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