Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Churchwell is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Ponte Vedra Beach, Florida. Melissa has been in the financial industry since December 2009. Melissa holds Series 7, Series 66, and SIE securities licenses, and is also a Certified Financial Planner. Melissa has worked with a number of financial institutions, including Truist Investment Services, Inc., BB&T Securities, LLC, and Wells Fargo Advisors, LLC. In addition to her role with Raymond James Financial Services Advisors, Inc., Melissa also serves as an associate with Pinnacle Financial Partners / Pinnacle Bank and Pinnacle Asset Management.
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
FL
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
02/17/2021 - 05/21/2024
TRUIST INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
12/07/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (PONTE VEDRA BEACH FL)
FL
12/07/2009 - 12/13/2012
WELLS FARGO ADVISORS, LLC (PONTE VEDRA BEACH FL)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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