Unclaimed
Melinda Measamer Dickinson is a registered investment advisor representative at Truist Advisory Services, Inc. Melinda has been in the financial services industry since 1995. She holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Melinda provides investment advisory services to individuals and businesses. Her prior experience includes roles at BB&T Securities, LLC and BB&T Investment Services, Inc. Melinda is a board member of the Elon University Alumni Board and is the Chairman of the Hudson Memorial Presbyterian Church Foundation Board.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/02/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
01/24/2005 - 12/20/2005
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
08/31/1998 - 01/29/2003
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
02/08/1995 - 06/17/1998
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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