Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Mitchell is a financial advisor with over 29 years of experience in the industry. Melissa has been registered with Janney Montgomery Scott LLC since April 2022. Prior to that, Melissa was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC for over 20 years. Melissa is a Series 7, 6, and 63 licensed advisor and holds the Series 65 license as well. Melissa specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Melissa has a strong track record of providing personalized financial advice and helping her clients 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.
Fee plus commission
1
2
NC
04/19/2022 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
10/01/2000 - 04/26/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
11/23/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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