Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Van Putten-henderson is a financial advisor registered with UBS Financial Services Inc. Melissa has been in the industry since 2004. Melissa is a Chartered Financial Analyst and has been licensed with the state of Florida since 2021. Melissa is located in Boca Raton, Florida.
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
FL
04/27/2021 - Present
UBS Financial Services Inc. (BOCA RATON FL)
NJ
01/01/2004 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 06/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
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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