Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Melendy is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN. David has been in the financial services industry since 2011. David holds the Series 7, 24, 55, 57TO, and 66 licenses and is a registered representative in Tennessee. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. David is a partner at Sugar Magnolia Wealth Advisors LLC, a DBA for planning and fee based RIA.
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.
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.
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2
TN
03/17/2021 - Present
Silver OAK Securities, Inc. (Knoxville TN)
TN
09/23/2020 - 02/01/2021
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
02/09/2011 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
BOTH
Issued 07/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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