Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Rose Miller is a financial advisor with Truist Advisory Services, Inc. Melanie has been working in the financial industry since 2001. Melanie is registered to provide investment advice in Florida. She is also registered with FINRA and has passed several industry exams including the Series 6, 7TO, 6TO, and SIE exams. Melanie's experience includes working with high net worth individuals, corporations, charitable organizations, and individuals other than high net worth clients. Melanie offers a variety of financial planning services including financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals. Melanie previously worked at Truist Investment Services, Inc. and IFMG Securities, Inc.
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
FL
02/16/2024 - Present
Truist Advisory Services, Inc. (WEST PALM BEACH FL)
FL
06/08/2023 - 09/11/2023
TRUIST INVESTMENT SERVICES, INC. (JUPITER FL)
NY
12/10/2003 - 03/15/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MA
01/09/2001 - 11/06/2001
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BOTH
Issued 12/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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