Melinda M Koehler

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 10/2018 → Present
  Ubs Financial Services, Inc
  Miamisburg, OH

Previous Registrations

• 2004-05-25 → 2018-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
  Dayton, OH
  Miamisburg, OH

Exams

• S66 Uniform Combined State Law Examination
  2004-05-24
• S63 Uniform Securities Agent State Law Examination
  1998-10-27

Other Names

• Melinda Marie Vallo
• Mindy Koehler
• Melinda Marie Koehler