Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Woodrum is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Melissa has over 19 years of experience in the financial services industry. Melissa holds Series 6, 7, 24, 52, and 53 licenses and is a registered representative with FINRA. Melissa is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Melissa has previously worked with MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, and Metropolitan Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
01/04/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/25/2017 - 07/10/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
10/31/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/02/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
10/31/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENSBORO NC)
BC
Issued 02/26/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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