Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bankes is an investment advisor representative at Fidelity Personal And Workplace Advisors. Melissa has been in the industry since 2008 and is registered in Georgia and Texas. Melissa is also a registered Investment Advisor in Georgia and Texas. Melissa has a strong track record of providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Melissa is committed to helping clients achieve their financial goals.
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.
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.
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
GA
03/08/2021 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
04/12/2016 - 07/23/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
PA
04/23/2008 - 03/07/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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