Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melenie? Claim Your ProfileMelenie Rena Charles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Melenie has been in the industry since 2000 and is licensed to provide financial advice in 53 states. She is a Certified Financial Planner and holds a variety of licenses and certifications, including Series 6, 7, 9, 10, 26, 63, and 65. Melenie also has experience with a variety of firms, including BANC OF AMERICA INVESTMENT SERVICES, INC., CCO INVESTMENT SERVICES CORP., and MetLife 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
RI
08/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
RI
11/10/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
RI
05/04/2007 - 07/25/2008
CCO INVESTMENT SERVICES CORP. (WOONSOCKET RI)
MA
03/10/2005 - 05/07/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/10/2005 - 05/07/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
RI
04/02/2004 - 01/18/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
03/16/2000 - 04/02/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 07/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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