Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Parker is a financial advisor with over 25 years of experience in the industry. Melinda is currently registered with Sanctuary Advisors, LLC and is located in PLANO, TX. Melinda has a wide range of experience in financial planning, portfolio management, and pension consulting. Melinda works with a variety of clients, including individuals, corporations, and institutions. Melinda is committed to providing her clients with personalized financial advice and strategies that are tailored to their specific needs and goals.
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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TX
11/15/2022 - Present
Sanctuary Advisors, LLC (PLANO TX)
TX
06/14/2019 - 11/28/2022
HILLTOP SECURITIES INC. (DALLAS TX)
TX
10/21/2013 - 06/18/2019
WELLS FARGO CLEARING SERVICES, LLC (MCKINNEY TX)
TX
04/04/2006 - 06/14/2012
WELLS FARGO ADVISORS, LLC (PLANO TX)
TX
07/27/2004 - 03/31/2006
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
06/04/2002 - 08/02/2004
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NY
01/02/2002 - 05/23/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
09/19/2001 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
MO
05/11/1998 - 09/28/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
07/10/1997 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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