Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Benjamin is a financial professional with Principal Securities, Inc. Melissa has been in the industry since May 16, 2024 and is registered with FINRA and the state of North Carolina. Melissa's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NC
05/17/2024 - Present
Principal Securities, Inc. (Charlotte NC)
BC
Issued 05/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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