Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Walton is a financial advisor with Morgan Stanley, with over 28 years of experience in the industry. Melanie is registered with FINRA and holds Series 7 and Series 63 licenses. Melanie has been a financial advisor for over 20 years, previously working at Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Melanie has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
06/01/2009 - Present
Morgan Stanley (Duluth GA)
GA
09/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DULUTH GA)
GA
09/05/2003 - 09/09/2008
WACHOVIA SECURITIES, LLC (SUWANEE GA)
NY
07/20/2000 - 09/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
01/01/1998 - 07/26/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
04/08/1994 - 01/01/1998
NATIONSSECURITIES
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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