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 Eagle Strategies LLC. Melanie has been in the financial services industry since May 17, 2000 and holds the Series 66, Series 7 and SIE licenses. Melanie is registered to provide investment advice in District of Columbia, Georgia, Maryland, North Carolina, Oklahoma, Pennsylvania, South Carolina and Virginia. Melanie is also registered as an Investment Advisor Representative in Maryland. Melanie's previous employment includes American Express Financial Advisors Inc. and IDS Life Insurance Company. Melanie also operates under the DBA name of Harbor Financial Group for the purpose of selling New York Life products and services as well as brokering non-registered insurance products.
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
11/30/2023 - 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 6/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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