Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bane is a financial advisor at Greenwood Capital Associates, LLC. Melissa is a Certified Financial Planner, Chartered Financial Consultant, and Personal Financial Specialist. Melissa is registered to provide investment advice in Georgia, North Carolina, South Carolina, and Texas. Melissa has been with Greenwood Capital Associates, LLC since May of 2013. Melissa provides financial planning, portfolio management for individuals and businesses, educational seminars, and consulting services.
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.
Consulting, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
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SC
04/03/2023 - Present
Greenwood Capital Associates, LLC (GREENVILLE SC)
Active
Inactive
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