Unclaimed
Melissa Hillebrand is a financial advisor with UBS Financial Services Inc. Melissa is registered with both the state of Wisconsin and the Financial Industry Regulatory Authority (FINRA). Melissa's career in the industry began on June 13, 2012. Melissa is a Series 66, Series 63, Series 7, Series 6, and SIE license holder. Melissa is also registered to conduct business in Florida, Illinois, Minnesota, New Jersey, New York, Pennsylvania and Wisconsin. Prior to joining UBS, Melissa worked at Prudential Investment Management Services LLC in Dubuque, Iowa. Melissa has a broad range of experience to meet the needs of individual and corporate clients.
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
WI
08/14/2015 - Present
UBS Financial Services Inc. (MADISON WI)
IA
04/12/2013 - 03/26/2015
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
IA
03/05/2012 - 12/31/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative 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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