Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Diane Clemens Williamson is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa has been in the financial industry since 2001 and is licensed in several states. Previously, Melissa worked at Cary Street Partners and Wells Fargo Advisors. Melissa holds Series 63, 66, and 7 licenses and the SIE exam. Melissa provides a range of financial services, including investment management and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TN
06/12/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRISTOL TN)
TN
03/01/2017 - 07/02/2020
CARY STREET PARTNERS (Kingsport TN)
TN
09/06/2013 - 11/29/2016
WELLS FARGO ADVISORS (JOHNSON CITY TN)
TN
08/09/2001 - 09/06/2013
FIDELITY BROKERAGE SERVICES LLC (JOHNSON CITY TN)
BOTH
Issued 10/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/8/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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