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 over 2 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor Brooklyn NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor Brooklyn NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor Brooklyn NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Ubs New York, NY Sep 2021 - Current 2
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
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
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.