Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Reeve is a financial advisor with Osaic Wealth, Inc. located in Raleigh, NC. Melanie has over 20 years of experience in the financial services industry. Melanie is a CERTIFIED FINANCIAL PLANNER™ professional. Melanie holds Series 63, 65, 7 and SIE licenses and is registered in multiple states. Melanie specializes in financial planning, portfolio management, investment advisory, and insurance. Melanie's previous experience includes roles with TRIAD ADVISORS LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, SUNTRUST INVESTMENT SERVICES, INC., and BB&T INVESTMENT SERVICES, 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.
Guidance on pension options to ensure a secure financial future.
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
08/23/2024 - Present
Osaic Wealth, Inc. (Raleigh NC)
NC
04/04/2011 - 08/23/2024
TRIAD ADVISORS LLC (Raleigh NC)
NC
12/02/2008 - 04/05/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (RALEIGH NC)
NC
06/29/2006 - 12/08/2008
SUNTRUST INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
08/02/2004 - 05/04/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/28/2004 - 07/22/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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