Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Scott is a financial advisor with over 15 years of experience in the financial services industry. Melissa currently holds a Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. She is registered with Cambridge Investment Research Advisors, Inc. and is a Certified Financial Planner. Melissa has experience working with a variety of clients, including individuals, families, and businesses. She provides a range of financial services, including financial planning, investment management, and insurance. Melissa is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
02/19/2024 - Present
Cambridge Investment Research Advisors, Inc. (Lillington NC)
NC
02/04/2019 - 01/10/2024
OSAIC INSTITUTIONS, INC. (Raleigh NC)
NC
07/01/2014 - 02/05/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (Dunn NC)
NC
06/01/2011 - 07/15/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (DUNN NC)
NC
12/16/2010 - 06/13/2011
CAPITAL INVESTMENT GROUP, INC. (DUNN NC)
NC
07/01/2009 - 12/17/2010
CAPITAL GUARDIAN, LLC (DUNN NC)
NC
01/05/2007 - 01/08/2008
EDWARD JONES (DUNN NC)
BC
Issued 08/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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