Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Sende is a registered Investment Advisor Representative with Capital Insight Partners, LLC. Melissa has been in the industry since 2002. Melissa has experience working with a wide range of clients, including high net worth individuals, investment companies, and pension plans. Prior to joining Capital Insight Partners, LLC, Melissa worked at MORGAN STANLEY, J.P. MORGAN SECURITIES LLC, and UBS FINANCIAL SERVICES INC. Melissa is a Series 66, 24, 7 and SIE licensed professional.
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.
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.
Strategic management for diversified investment portfolios.
Investment counseling
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.
A percentage of the total value of assets under management is charged.
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AZ
05/21/2024 - Present
Capital Insight Partners, LLC (SCOTTSDALE AZ)
AZ
03/16/2021 - 05/03/2024
MORGAN STANLEY (Scottsdale AZ)
AZ
01/30/2017 - 03/09/2021
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
12/10/2013 - 12/22/2015
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
CA
01/15/2009 - 06/08/2012
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
FL
09/10/2007 - 12/02/2008
FINANCIAL NORTHEASTERN SECURITIES, INC. (MIAMI FL)
AZ
09/29/2006 - 12/11/2006
BROOKSTREET SECURITIES CORPORATION (TUCSON AZ)
AZ
02/23/2004 - 07/24/2006
CITIGROUP GLOBAL MARKETS INC. (TUCSON AZ)
NJ
05/14/2002 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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