Unclaimed
Melissa Rush Snyder is a financial advisor currently working for UBS Financial Services Inc. Melissa is a registered representative and investment advisor in the state of Ohio and has been in the financial industry since 1994. Melissa is also a Series 10 and 9 general securities sales supervisor. She is a licensed representative with the Series 63, Series 7, and SIE examinations. Previously Melissa worked for Citigroup Global Markets Inc., Morgan Stanley DW Inc., Copeland Equities, Inc., and PaineWebber Incorporated. Melissa is a Registered Representative (RR) for the UBS Financial Services Inc. branch office in Powell, OH, which is in addition to their Weehawken, NJ location.
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
NJ
05/18/2009 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
OH
08/21/2001 - 12/20/2008
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
NY
12/24/1998 - 08/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
05/23/1997 - 12/09/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
NJ
10/07/1993 - 05/13/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
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
Not sure Melissa Rush is the right advisor for you? Invested Better is here to help.