Melissa Dincher, financial advisor Brooklyn NY

Melissa Dincher

CRD Number: 7430689
Current Firm: Ubs Financial Services Inc.

Melissa Dincher (CRD# 7430689) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brooklyn, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ubs New York, NY Sep 2021 - Current < 1
Pta Of Ps8 Brooklyn, NY Sep 2019 - Jun 2021 1
Pta Of Ps8 Brooklyn, NY Sep 2017 - Jun 2019 1
Unemployed Brooklyn, NY Mar 2013 - Jun 2017 4
Cit New York, NY Sep 2010 - Mar 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Melissa Dincher
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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