Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Sue Stewart is a registered representative with MML Investors Services, LLC, based in Crown Point, Indiana. Melinda has been in the financial industry for 1 year and 9 months, with prior experience at W&S Brokerage Services, Inc. in Mishawaka, Indiana. Melinda holds the Series 63, Series 6TO, and SIE licenses, and is registered with the states of Colorado, Indiana, Michigan, New Jersey, and New York. Melinda specializes in a variety of financial products and services, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IN
02/10/2023 - Present
MML Investors Services, LLC (Crown Point IN)
IN
09/27/2021 - 02/16/2023
W&S BROKERAGE SERVICES, INC. (MISHAWAKA IN)
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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