Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gregory Garrett is a financial advisor with Janney Montgomery Scott LLC. She is registered with the state of Virginia and Texas. Melissa has been in the industry since 2007. Melissa holds a Series 7, Series 63, and Series 65 licenses.
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.
Fee plus commission
1
2
VA
09/08/2015 - Present
Janney Montgomery Scott LLC (Richmond VA)
VA
05/27/2013 - 08/10/2015
NYLIFE DISTRIBUTORS LLC (RICHMOND VA)
VA
07/03/2007 - 03/20/2008
DAVENPORT & COMPANY LLC (RICHMOND VA)
IA
Issued 09/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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