Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Lewis is a financial advisor at Voya Financial Advisors, Inc. Melinda has over 30 years of experience in the financial services industry. Melinda is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor with the state of Oregon. She is also a member of the National Association of Personal Financial Advisors (NAPFA). Melinda's specializations include retirement planning, college savings, and estate planning. Melinda has worked at Voya Financial Advisors, Inc. since 2014. Prior to that, Melinda worked at ING FINANCIAL ADVISERS, LLC and AETNA FINANCIAL SERVICES, INC.
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.
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.
1
2
OR
01/03/2011 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
OR
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (PORTLAND OR)
CT
07/22/1998 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
12/11/1986 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 04/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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