Unclaimed
Brian Matthew Mellone is an investment advisor representative at First Horizon Advisors, Inc. Brian has been in the securities industry since March 28, 2001 and holds Series 63, Series 7, Series 24 and SIE licenses. Brian's current registration is with First Horizon Advisors, Inc. and is active in Tennessee. Brian Mellone has been with First Horizon Advisors, Inc. since December 2013. Brian Mellone has experience with Morgan Keegan & Company, Inc., First Union Securities, Inc. and Wachovia Securities, Inc. Prior to working with First Horizon Advisors, Inc., Brian worked with FTB Advisors, Inc. Brian Mellone is also a Chartered Financial Analyst (CFA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
TN
02/27/2014 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
06/19/2002 - 12/21/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
10/15/2001 - 05/17/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/01/1999 - 10/15/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/23/1999 - 04/01/1999
WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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