Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Straughan is a registered representative of Fidelity Personal and Workplace Advisors. Melanie has been working in the securities industry for over 3 years, specializing in retirement planning, college savings, and other financial needs. She is passionate about helping her clients reach their financial goals and believes in building long-term relationships based on trust and understanding. Melanie is dedicated to providing personalized guidance and advice to her clients.
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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TX
02/09/2023 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
TX
09/06/2019 - 09/12/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 03/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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