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Melissa Cadena-hamner

Steward Partners Investment Solutions, LLC

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About Melissa Cadena-hamner

Melissa Cadena-hamner is a financial advisor with over 25 years of experience in the financial services industry. Melissa has worked for several prominent firms including Morgan Stanley, UBS, and Raymond James. Melissa is currently a registered representative of Steward Partners Investment Solutions, LLC, which is a full-service independent financial advisory firm. Melissa holds the Series 7 and Series 63 licenses, and the SIE exam. Melissa is a licensed broker in 32 states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virgin Islands, Virginia and Washington.

Firm Information

Melissa Cadena-hamner is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melissa Cadena-hamner’s Registration & Firm History

TX

05/27/2022 - Present

Steward Partners Investment Solutions, LLC (HOUSTON TX)

TX

04/04/2018 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

01/08/2009 - 04/13/2018

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

TX

04/02/2007 - 01/09/2009

MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)

TX

10/22/1996 - 04/02/2007

MORGAN STANLEY DW INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Cadena-hamner.
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