Unclaimed
Melanie Luther Nichols is a financial advisor with Waverly Advisors, LLC. Melanie holds a Series 65 license and is a Certified Financial Planner and Chartered Financial Analyst. Melanie has been in the industry since 1999 and has worked at Waverly Advisors, LLC since January 2022. Melanie focuses on providing financial planning and investment management services to individuals, families, and businesses.
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.
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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AL
12/11/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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