Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Hines is a financial advisor with over 18 years of experience in the financial services industry. Melissa Hines currently works at Stifel, Nicolaus & Company, Inc. in Oklahoma City, Oklahoma. Melissa Hines is registered in 40 states and has a Series 7, Series 63 and SIE license. Melissa Hines is also registered with FINRA. Previously Melissa Hines was employed at Wells Fargo Clearing Services, LLC in Oklahoma City, Oklahoma and J.P. Morgan Securities Inc. in New York, New York. Melissa Hines provides financial planning and investment management services to individuals, families, businesses, and institutions. Melissa Hines specializes in retirement planning, college savings, and estate planning.
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.
1
2
OK
06/01/2022 - Present
Stifel, Nicolaus & Company, Inc. (OKLAHOMA CITY OK)
OK
04/24/2006 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (OKLAHOMA CITY OK)
NY
09/06/2004 - 03/28/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Melissa Hines is the right advisor for you? Invested Better is here to help.
