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Melody Yolanda Prescott

USI Advisors

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About Melody Yolanda Prescott

Melody Prescott is an investment advisor representative for USI Advisors, a firm headquartered in Glastonbury, CT. Melody has been in the industry since 2002 and has experience with a variety of financial products, including investment company products, variable contracts, and securities. She is registered with the state of Washington. Melody has previously held positions at M HOLDINGS SECURITIES, INC. and STANCORP EQUITIES, INC.

Firm Information

Melody Prescott is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melody Prescott’s Registration & Firm History

WA

05/03/2017 - Present

USI Advisors (Seattle WA)

WA

08/18/2009 - 06/13/2018

M HOLDINGS SECURITIES, INC. (SEATTLE WA)

WA

01/01/2007 - 03/23/2009

STANCORP EQUITIES, INC. (BELLEVUE WA)

WA

05/31/2002 - 01/01/2007

INVESMART SECURITIES, LLC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 04/28/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Melody Yolanda Prescott. Review regulatory record here.
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