Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Minter is a financial advisor with over 15 years of experience in the industry. Melissa is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Los Ranchos, NM. Prior to joining Osaic Wealth, Inc., Melissa was a Registered Representative and Investment Advisor Representative at SAGEPOINT FINANCIAL, INC. and INVEST FINANCIAL CORPORATION. Melissa has a strong background in providing financial planning and investment management services to individuals, businesses, and retirement plans. Melissa has been licensed since 2016 and has been active in the industry since January 2016. Melissa is committed to providing her clients with personalized advice and investment strategies that are tailored to their individual needs. Melissa is a graduate of the University of New Mexico and holds the Series 6, Series 63, Series 65 and SIE licenses.
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
NM
01/31/2024 - Present
Osaic Wealth, Inc. (LOS RANCHOS NM)
NM
10/16/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LOS RANCHOS NM)
NM
01/15/2016 - 10/17/2017
INVEST FINANCIAL CORPORATION (LOS RANCHOS DE ALBUQUERQUE NM)
IA
Issued 1/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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