Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Victoria Terry is a financial advisor with over 22 years of experience in the industry. Melanie has worked with Eagle Strategies LLC since June 2000. Prior to joining Eagle Strategies LLC, Melanie worked with American Express Financial Advisors Inc. and IDS Life Insurance Company. Melanie is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7, and SIE licenses. Melanie has a proven track record of providing financial advice to individuals, corporations, and charitable organizations. Melanie's areas of specialization include retirement planning, investment management, and college savings. Melanie is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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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2
MD
01/01/2025 - Present
Eagle Strategies LLC (BOWIE MD)
MN
05/18/2000 - 12/04/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/18/2000 - 12/04/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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