Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Margaret Glaz is a registered representative with Morgan Stanley, a leading financial services firm with approximately $1.4 trillion in regulatory assets under management. Melinda has been in the financial services industry since 2007 and has worked at various firms prior to joining Morgan Stanley in 2010. Melinda holds Series 7 and Series 63 licenses. Her firm's client base includes individuals, businesses, investment clubs, insurance companies, and charitable organizations, among others. Melinda and her team at Morgan Stanley provide a range of financial services, including investment advice, asset allocation, financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/10/2010 - Present
Morgan Stanley (Short Hills NJ)
NJ
10/09/2009 - 02/10/2010
RBC CAPITAL MARKETS CORPORATION (PARSIPPANY NJ)
NJ
07/27/2007 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
05/08/2007 - 08/16/2007
RBC DAIN RAUSCHER INC. (WEST PATERSON NJ)
BC
Issued 09/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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