Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Baird is a financial advisor associated with UBS Financial Services Inc. Melissa has been in the financial industry since 2007. Melissa's current registration is with the state of Massachusetts. Melissa has passed the Series 66, Series 24, SIE and Series 7 exams and has worked for Revere Securities LLC and Jesup & Lamont Securities Corp. Melissa is an active, licensed, and registered representative.
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
MA
11/13/2017 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
07/08/2010 - 11/27/2017
REVERE SECURITIES LLC (BOSTON MA)
MA
09/18/2007 - 07/08/2010
JESUP & LAMONT SECURITIES CORP (BOSTON MA)
MA
05/17/2007 - 09/18/2007
OPPENHEIMER & CO. INC. (BOSTON MA)
BOTH
Issued 04/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 7 - General Securities 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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