Unclaimed
Ansley Mellette is a financial advisor with over 19 years of experience in the industry. Ansley is currently registered with Harbour Wealth Management Group, Inc. as a Registered Representative. Previously, Ansley has been associated with RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ansley has Series 66, Series 10, Series 9, SIE, Series 31 and Series 7 licenses and is registered with the state of South Carolina. Ansley is also a Registered Client Service Associate for Harbour Wealth Management Group, Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
06/10/2021 - Present
Harbour Wealth Management Group, Inc. (DANIEL ISLAND SC)
SC
09/04/2018 - 08/06/2021
RAYMOND JAMES & ASSOCIATES, INC. (MT. PLEASANT SC)
SC
01/02/2003 - 08/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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