Advisor at UBS Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Teague, TX
Credentials
Series 63, Series 65
Industry experience
32 years
Melanie Eubanks is a financial advisor with UBS Financial Services in Teague, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Pecan Valley Ranch Inc., involved in agriculture and livestock, and the Purple Balloon Foundation, where she oversees operations and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities and wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
Teague, TX
Texas
Ubs Financial Service
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Fair Oaks, TX
Gulf Coast Financial Advisors
Matthew Nelson is a financial advisor at Gulf Coast Financial Advisors with credentials including Series 63 and Series 65 licenses. He has over 25 years of experience in the financial services industry, having worked previously at Lawing Financial Inc., Cambridge Investment Research Inc., Prime Capital Investment Advisors, LLC, and xCel Business Brokerage and Consulting. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million for about 96 clients. The firm provides customized investment management and financial planning, utilizing a blend of technical and fundamental analysis across various asset classes, while also offering educational outreach through radio and podcast programs.
Series 65
Mexia, TX
TRADEway
Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.
Series 65
Mexia, TX
TRADEway
Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
Series 65
Mexia, TX
TRADEway
Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.
Series 65
Mexia, TX
TRADEway
Dennis Foster is a financial advisor with TRADEway, holding a Series 65 designation and two years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his advisory role, Dennis has worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone to support both short-term trading and longer-term investment strategies.
Series 65
Mexia, TX
TRADEway
Caleb Pritchett is a Series 65-licensed advisor at TRADEway with two years of industry experience. His background includes roles at Trothe, Inc. and Troth LLC, as well as positions outside the financial sector, including work with the Oklahoma City Thunder and Oklahoma Baptist University. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, featuring subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.
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