Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Lewis is a registered representative and investment advisor representative with UBS Financial Services Inc. Melissa is a licensed securities professional with experience in the financial services industry. Melissa Ann Lewis began her career in the financial services industry in May of 2019 and has a Series 7, Series 63, and Series 65 license. Melissa is also a registered representative and investment advisor representative in Idaho. Prior to joining UBS Financial Services Inc., Melissa Ann Lewis was associated with Charles Schwab & Co., Inc. Melissa Ann Lewis is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
ID
10/04/2022 - Present
UBS Financial Services Inc. (Boise ID)
ID
05/23/2019 - 12/22/2021
CHARLES SCHWAB & CO., INC. (Boise ID)
IA
Issued 09/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2024
Series 99TO - Operations Professional Examination
BC
Issued 05/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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