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Christine Melo

National Financial Services LLC

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About Christine Melo

Christine Melo is a financial professional with over 15 years of experience in the industry. Christine is currently registered with National Financial Services LLC. Christine previously worked at several firms including Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Columbia Management Investment Distributors, Inc., and Quick & Reilly, Inc. Christine holds the Series 6, Series 7, and SIE licenses.

Firm Information

Christine Melo is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Christine Melo’s Registration & Firm History

RI

10/16/2018 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

06/27/2013 - 11/15/2017

CITIZENS SECURITIES, INC. (EAST PROVIDENCE RI)

RI

05/22/2013 - 07/05/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

MA

08/11/2010 - 10/02/2012

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

RI

10/23/2009 - 08/03/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

09/11/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

NY

07/03/2003 - 11/14/2003

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/02/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Melo.
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