Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Whitlock is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Melinda has been in the financial services industry since 1994, and has a proven track record of helping clients reach their financial goals. Melinda is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 10, Series 63, and Series 66 license.
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.
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.
Investment consulting services to institutional clients
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
GA
08/29/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PEACHTREE CITY GA)
GA
07/19/1994 - 03/11/2008
EDWARD JONES (FAYETTEVILLE GA)
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melinda Whitlock is the right advisor for you? Invested Better is here to help.
