Unclaimed
Melissa Anne Blankenship is a financial advisor with Raymond James Financial Services Advisors, Inc. Melissa has been in the industry since 2011 and has held various positions with other firms prior to joining Raymond James. She holds the Series 66, Series 7, and Series 7TO licenses as well as the SIE exam, indicating her expertise in the financial markets. Melissa is registered with the state of West Virginia and is also registered with the Financial Industry Regulatory Authority (FINRA). She is a dedicated financial professional with the knowledge and experience to help 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WV
01/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Vienna WV)
WV
07/10/2021 - 12/20/2022
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
MD
09/27/2016 - 12/14/2017
MORGAN STANLEY (COLUMBIA MD)
MD
09/02/2011 - 02/13/2013
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
VA
12/21/2007 - 05/04/2010
SUNTRUST INVESTMENT SERVICES, INC. (CHESAPEAKE VA)
BOTH
Issued 02/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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