Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Walters is an investment advisor representative with Osaic Wealth, Inc. located in Bend, Oregon. Melvin has been in the financial industry since 1990 and has a diverse background of experience. Melvin is a registered investment advisor with both state and federal regulators, he has a Series 66, Series 63, Series 7 and SIE licenses. Melvin specializes in providing financial planning, retirement income planning, and estate planning services. He has a strong commitment to helping clients reach their financial goals. Melvin is passionate about helping individuals and families achieve their financial goals. In addition to his role at Osaic Wealth, Inc., Melvin also owns and operates Mel Walters Investments & Insurance.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (CATHEDRAL CITY CA)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BEND OR)
OR
01/23/1990 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BEND OR)
BOTH
Issued 04/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melvin Walters is the right advisor for you? Invested Better is here to help.
