Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Yue is a financial advisor with Sanctuary Advisors, LLC. Melissa has been in the financial industry for 17 years, and holds the Series 7, Series 63, Series 66, and SIE licenses. Melissa is also a Certified Financial Planner. Melissa has experience working for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, in addition to her current role at Sanctuary Advisors, LLC. Melissa primarily works with high-net-worth individuals, corporations, and pension and profit-sharing plans. Melissa offers advisory services that include financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
IN
05/01/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CA
01/21/2014 - 05/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
12/20/2006 - 12/23/2013
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
09/08/2006 - 10/30/2006
THE SHEMANO GROUP, INC. (SAN FRANCISCO CA)
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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