 |
|
|
Melinda Wilhelm
Member Status: Approved
Member Through: 7/13/2011
Melinda Wilhelm has successfully passed the Ethics Check System, NEB’s annual seven-year background checks for membership-disqualifying criminal, civil, and business violations* and has agreed to maintain NEB membership standards.
EthicsCheck System™
|
|
|
|
Melinda Wilhelm
Sugar Land, TX 77478
(713) 480-7379
|
|
 |
Criminal Background Check |
|
Accredited Designation Check |
|
Professional License Check
|
|
State Securities Administrators
|
In addition, the following regulatory agencies have been checked for NEB membership-disqualifying violations.*
|
 |
Securities and Exchange Commission (SEC) |
|
State Departments of Real Estate |
|
State Departments of Insurance |
|
National Association of Realtors (NAR) |
|
Financial Industry Regulatory Authority (FINRA)
|
|
State Association of Realtors (SAR)
|
|
State Securities Administrators
|
|
State Mortgage License Regulators
|
|
State Boards of Accountancy |
|
|
|
PROFILE DETAILS
The following information has been posted by the member and is therefore NOT verified by the NEB. |
______________________________________________________________________
O V E R V I E W
| Melinda Wilhelm is a legacy advisor in the senior market and the co-founder and partner of Trusted Senior Specialists, LLC. TSS is a good standing member of The Better Business Bureau of Metropolitan Houston. Mrs. Wilhelm holds the prestigious Certified Senior Advisor (CSA) designation from the Society of Certified Senior Advisors. The CSA is trained on current senior issues such as medical, fitness, Medicare, Medicaid, care giving, grief and loss, Alzheimer’s and dementia, ethics, senior housing, chronic illness and spirituality. As a member of the Society, Melinda brings to her clients the best of the goods, services, and counsel that the retirement planning industry has to offer. Melinda does not charge a fee for her services and is solely compensated by commissions, earned through enrollments or the sale of life, health, and annuity insurance products as a state-licensed insurance representative. Melinda enjoys family, travel and spectator sports. She lives in Sugar Land, Texas with her husband and business partner, Michael Wilhelm. Her adult Stepdaughter Lesley and Son-In-Law Rob, live in the Kansas City area with her 3 grandchildren.
|
______________________________________________________________________
E D U C A T I O N
| Melinda received her Bachelor’s degree from The University of Texas at San Antonio in 1985. Melinda continues educational credits to keep plugged-in to new trends and laws. Designations from Professional Study Courses include Certified Senior Advisor (CSA) and Medicare Supplement Accredited Advisor (MSAA). Recently Melinda attended the Educational Forum of Indexed, Lifetime Pay & Multi-Generational Annuities. Throughout her many years in the senior market, Melinda has completed various educational courses on different aspects of retirement planning, including the following courses: Ethics for the Insurance Professional, Annuities & Pension Plans, Social Security & Medicare, and many more. |
______________________________________________________________________
A S S O C I A T I O N S
| Melinda is an approved member of the National Ethics Bureau | Society of Certified Senior Advisors | National Association of Insurance and Financial Advisors (NAIFA) | Women’s Mentoring Agent Network | Association of Medicare Supplement Accredited Advisors (MSSA) | National Association of Professional Agents (NAPA) | The Better Business Bureau of Metropolitan Houston |
______________________________________________________________________
R E F E R E N C E S
| References enthusiastically provided upon request. |
|
|
|
DISCLAIMER: All of the information in the “Profile Details” section of this profile has been posted by the member and is therefore NOT verified by the National Ethics Bureau (NEB). The NEB provides no guaranteed assurance or warranty of the ethical integrity
of its members. Always make financial decisions on the basis of your own due diligence. For additional details and/or any public disclosures regarding this member, please contact the appropriate regulatory agency (see www.ethicscheck.com/regcontact). NEB
is a member organization of background-checked financial professionals and is not affiliated with any state or federal government agency. NEB is not a financial designation, nor does it sell or endorse any financial products.
*For details on NEB membership standards and disqualifying violations, please call us at (800) 282-1831 or go to our website at: www.ethicscheck.com/standards. |
|
