Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Woods is a registered representative with UBS Financial Services Inc. in Charlotte, North Carolina. Melanie has been in the financial services industry since May 2012. Melanie has passed the Series 7, Series 63, and Series 66 exams. Melanie also holds a Georgia investment advisor representative registration. Melanie has worked for both TD Ameritrade and Morgan Stanley in the past. In addition to Melanie's current role at UBS Financial Services Inc., Melanie is also the owner and landlord of a residential condo unit in Savannah, Georgia. Melanie specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
05/13/2024 - Present
UBS Financial Services Inc. (Charlotte NC)
GA
05/10/2016 - 11/29/2016
TD AMERITRADE, INC. (ALPHARETTA GA)
GA
08/17/2010 - 08/20/2014
MORGAN STANLEY (ATLANTA GA)
BOTH
Issued 05/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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