Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Mendenall is an Investment Advisor Representative with Wealthspan Investment Management, LLC. Melissa has been in the financial services industry since 2000 and holds the Series 65 license. Melissa is dedicated to providing financial planning and investment management services to individuals and high-net-worth clients. Melissa has experience working with individuals, high-net-worth individuals, and businesses. Melissa is committed to providing her clients with personalized financial advice to help them 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.
Helps you choose top advisors aligned with your financial goals.
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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SC
08/13/2024 - Present
Wealthspan Investment Management, LLC (LEXINGTON SC)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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