Melanie Ferrara
Professional summary
Melanie Ferrara, who also goes by Thu Lan T Nguyen, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Portland, Oregon.
Melanie is registered as a RR (Registered Representative) and started their career in finance in 2025. Melanie has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Melanie Ferrara's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2025 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 6135 Ne 80th Ave Unit A5, Portland, OR 97218State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2025)
(10/17/2025)
Exams
Series 6TO
Date: 5/3/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
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