Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Trexler is a financial advisor with Fidelity Personal and Workplace Advisors. Melanie has been working in the financial services industry since 1998. Melanie is registered to offer securities in the state of North Carolina, as well as many other states. Melanie specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Melanie is also registered as an investment advisor representative in North Carolina.
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.
1
2
NC
03/31/2023 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
11/01/2021 - 12/16/2022
LPL FINANCIAL LLC (HIGH POINT NC)
NC
11/30/2005 - 11/11/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
GA
01/03/2005 - 11/25/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
03/15/2001 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
10/01/2000 - 02/16/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/21/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/12/1993 - 05/31/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/12/1993 - 05/31/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Melanie Trexler is the right advisor for you? Invested Better is here to help.
