Melinda Kathaleen Beier

Current Employers

Employment History

• 06/2014 → 05/2023
  Fifth Third Securities
  Valparaiso, IL
• 05/2023 → Present
  Morgan Stanley Smith Barney Llc
  Lafayette, IN
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-06-19 → 2023-05-25
  Fifth Third Securities, Inc.
  Valparaiso, IN
  Valparaiso, IN
  Rensselaer, IN
  Chesterton, IN
  Elkhart, IN
  Mishawaka, IN
  Demotte, IN
  Rensselaer, IN
  South Bend, IN
  Laporte, IN
  South Bend, IN
  Elkhart, IN
  Mishawaka, IN
  Grandville, MI
• 2011-01-20 → 2014-06-19
  Lpl Financial Llc
  Laporte, IN
  Lafayette, IN
  Lacrosse, IN
  Kouts, IN
  Hebron, IN
  Valparaiso, IN
  Valparaiso, IN
  Hebron, IN
  Valparaiso, IN
  Fort Mill, SC
  Valparaiso, IN
  Rensselaer, IN
  Valparaiso, IN
• 2009-11-13 → 2011-01-04
  Pnc Wealth Management Llc
  La Porte, IN
  Michigan City, IN
  Wheatfield, IN
  Laporte, IN
  Michigan City, IN
  Rensselaer, IN
• 2002-10-28 → 2009-11-13
  Natcity Investments, Inc.
  Fort Wayne, IN
  Michigan City, IN
  La Porte, IN
  Laporte, IN
  Wheatfield, IN
  Michigan City, IN
  Rensselaer, IN

Other Businesses

*OBI - 559172 - Saint Joseph's College Board of Trustees ; Investment related - No ; Rensselaer, Indiana ; Education ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2017 ; During business hours : 1 ; After business hours : 0 ; Fundraising:Business Development/Growth *OBI - 559160 - Mainstreet Rensselaer ; Investment related - No ; Rensselaer, Indiana ; Civic/Community ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2014 ; During business hours : 0 ; After business hours : 2 ; Fundraising *OBI - 559165 - Franciscan Health Foundation Board ; Investment related - No ; Lafayette, Indiana ; Health and Welfare ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2017 ; During business hours : 1 ; After business hours : 0 ; Fundraising *559158 - 24/7 Club Fit; Investment related: Yes; Rensselaer, Indiana; Fitness center; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2005; During business hours: 0; After business hours: 0; just owner with husband *602782 - Rensselaer Rotary; Investment related: No; Rensselaer, Indiana; Civic/Community; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 2; Fundraising, Decisions on community disbursements

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-24
• S63 Uniform Securities Agent State Law Examination
  1999-02-03

Other Names

• Melinda Beier
• Mindy Beier
• Melinda Kathaleen Laffoon