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Melissa Lynn Buck

UMB Financial Services, Inc.

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About Melissa Lynn Buck

Melissa Lynn Buck is a financial professional with over 10 years of experience in the industry. Melissa is currently registered with UMB Financial Services, Inc., and holds a Series 63, SIE, Series 52TO, Series 50, Series 79 and Series 52 license. Melissa has prior experience with Macquarie Capital (USA) Inc. in New York, NY. Melissa's specializations include financial planning and portfolio management for both individuals and businesses.

Firm Information

Melissa Buck is currently registered with UMB Financial Services, Inc.. UMB Financial Services, Inc. is a corporation that provides investment advisory services to individuals and businesses. The firm has been in operation since 1985 and is headquartered in Kansas City, Missouri. UMB Financial Services, Inc. offers a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the SEC and is also registered in 52 states.
UMB Financial Services, Inc.

928 GRAND BLVD

KANSAS CITY, MO 64106

$730,778

Assets Under Management

1,301

Total Clients

121

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Buck’s Registration & Firm History

CO

01/11/2022 - Present

UMB Financial Services, Inc. (DENVER CO)

NY

12/01/2014 - 04/27/2016

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 06/19/2018

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 07/20/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/01/2014

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Lynn Buck.
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