Unclaimed
Melinda Reineke is a financial advisor with Captrust. Melinda has over 20 years of experience in the financial services industry. Melinda is a registered representative and investment advisor representative. Melinda has Series 7, Series 66, and SIE licenses. Melinda's previous employers include First Allied Securities, Inc., Wells Fargo Advisors Financial Network, LLC, Hartford Equity Sales Company Inc., and CIGNA Capital Brokerage, Inc. Melinda holds a bachelor's degree in finance from Indiana University.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
01/08/2018 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
04/20/2015 - 01/04/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VALPARAISO IN)
CT
09/28/1990 - 06/15/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
04/24/1990 - 08/22/1990
CIGNA CAPITAL BROKERAGE, INC.
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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