Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Beth Chipman is a financial advisor with over 12 years of experience in the financial services industry. Melissa is registered with Raymond James Financial Services Advisors, Inc. and holds Series 6, 7, 63, and 65 licenses. Melissa previously worked for Woodbury Financial Services, Inc. and Pruco Securities, LLC. Melissa has a strong track record of helping clients achieve their financial goals. Melissa specializes in working with individuals, businesses, and retirement plans. Melissa is also a Certified Divorce Financial Analyst (CDFA). Melissa's primary office location is in Murfreesboro, TN.
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
TN
10/15/2019 - Present
Raymond James Financial Services Advisors, Inc. (Murfreesboro TN)
TN
06/09/2014 - 10/18/2019
WOODBURY FINANCIAL SERVICES, INC. (Murfreesboro TN)
MS
02/04/2008 - 06/10/2014
PRUCO SECURITIES, LLC. (JACKSON MS)
IA
Issued 09/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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