Melinda Marie Yates
Professional Summary
Melinda Marie Yates, who also goes by Melinda Marie Santarcangelo, Melinda Yates, is a registered financial advisor currently at ACQUIOM FINANCIAL LLC located in Denver, Colorado. Melinda is registered as a RR (Registered Representative) and started their career in finance in 2017. Melinda has worked at 1 firm and has passed the SIE, Series 99 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Melinda Marie Santarcangelo, Melinda Yates
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
ACQUIOM FINANCIAL LLC
Contact Information
Main Address
950 17th Street Ste 1400, Denver, CO 80202Mailing Address
950 17th Street Ste 1400, Denver, CO 80202Phone Number
(720) 279-0964Established
Colorado since 10/04/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/21/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Melinda Marie Yates's CRS (Customer Relationship Summary).
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