Unclaimed
Melanie Chenault is a financial advisor with Truist Advisory Services, Inc. Melanie has been in the industry since 1995. Melanie is registered to provide investment advice in 53 states and the District of Columbia. Melanie has a broad range of experience in the financial services industry, including roles at Northwestern Mutual Investment Services, LLC, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Banc of America Investment Services, Inc., SunTrust Securities, Inc., and Crestar Securities Corporation. Melanie specializes in retirement planning, investment management, college savings, and estate planning. Melanie has a passion for helping clients achieve their financial goals. Melanie works with a variety of clients, including individuals, families, and businesses. Melanie is committed to providing her clients with personalized advice and guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (LYNCHBURG VA)
VA
04/14/2009 - 03/05/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LYNCHBURG VA)
VA
02/21/2006 - 12/16/2008
CITIGROUP GLOBAL MARKETS INC. (LYNCHBURG VA)
MD
05/10/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
11/14/2003 - 04/29/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
05/26/2000 - 11/19/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
02/01/1995 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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