Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Sherwood-lewis is a financial advisor who has been working in the industry since 2007. Melinda is currently registered with Osaic Wealth, Inc., which is based in Scottsdale, AZ. Melinda has a wide range of experience in the financial industry, having held positions at several firms including Securities America, Inc., LPL Financial LLC, and KMS Financial Services, Inc.. Melinda is licensed to provide financial advice in both Nebraska and Washington. Melinda offers a variety of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning.
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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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/06/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
11/26/2021 - 09/12/2022
LPL FINANCIAL LLC (FORT MILL SC)
WA
10/01/2020 - 06/02/2021
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
09/27/2006 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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