Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Melton, a CERTIFIED FINANCIAL PLANNER™ professional, is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Larry has been in the securities industry since March 2013 and holds licenses in multiple states including North Carolina and Texas. Larry specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Larry has experience with Charles Schwab & Co., Inc. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
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.
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.
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2
NC
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
NC
01/06/2021 - 08/05/2021
CHARLES SCHWAB & CO., INC. (Raleigh NC)
NC
04/04/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Durham NC)
NC
12/17/2012 - 03/21/2018
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 05/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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