Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Koehler is a financial advisor with UBS Financial Services Inc. Melinda has been in the financial services industry since 1995. She is a registered representative in Ohio, New Jersey and Texas. Melinda has a wide range of experience in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and 2480 Securities LLC. Melinda is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
10/05/2018 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
OH
03/22/2004 - 10/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
OH
09/25/1998 - 02/27/2004
2480 SECURITIES LLC (DAYTON OH)
IL
01/01/1997 - 08/11/1998
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
OH
08/02/1996 - 01/01/1997
FLAGSHIP FUNDS INC. (DAYTON OH)
MN
10/31/1994 - 05/10/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/31/1994 - 05/10/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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