Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Johnston is a financial advisor at Raymond James & Associates, Inc., with over 38 years of experience in the financial services industry. Melinda has been registered with the state of Texas since 1986 and holds Series 63, SIE, and Series 7 licenses. Melinda specializes in providing financial planning, investment management, and retirement planning advice to individuals, families, and businesses. Melinda is also a member of the advisory board of Women Steering Business Investment and the director of The Women's Center.
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.
Please see note in schedule d - miscellaneous
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
TX
08/05/2024 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
02/01/2016 - 08/07/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
02/06/1995 - 02/10/2016
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
NY
02/19/1986 - 02/21/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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