Unclaimed
Melanie Bray is a financial advisor with Wells Fargo Clearing Services, LLC. Melanie is based in Norfolk, Virginia and has been in the financial industry since 2010. She holds the Series 6, 7, 9, 10, 63 and 65 licenses. Melanie is registered with FINRA and the state of Texas. She is a registered Investment Advisor in Virginia and Texas.
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.
Investment consulting services to institutional clients
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.
1
2
VA
10/05/2012 - Present
Wells Fargo Clearing Services, LLC (NORFOLK VA)
MI
10/13/2008 - 05/13/2011
THE HUNTINGTON INVESTMENT COMPANY (MUSKEGON MI)
IA
Issued 10/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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