Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Christy Tagye is a financial advisor registered with Truist Advisory Services, Inc. Melissa has been in the financial services industry since 2000. Melissa has Series 6, 7, 63 and 65 licenses, and holds a SIE designation. Melissa specializes in a wide range of financial planning needs including portfolio management, financial planning and publication of periodicals.
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.
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NJ
09/29/2020 - Present
Truist Advisory Services, Inc. (MOUNT LAUREL NJ)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NJ
09/23/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MOUNT LAUREL NJ)
PA
12/22/2011 - 08/03/2015
VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)
PA
05/26/2010 - 01/06/2011
PRIMEVEST FINANCIAL SERVICES, INC. (PHILADEPHIA PA)
PA
04/01/2009 - 01/19/2010
WELLS FARGO ADVISORS, LLC (PLYMOUTH MEETING PA)
DE
01/22/2007 - 03/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON DE)
NJ
08/09/2005 - 12/18/2006
WACHOVIA SECURITIES, LLC (WOODBURY NJ)
MO
10/01/2000 - 04/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/30/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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