Unclaimed
Melissa Heather Eskew is a financial advisor with Raymond James & Associates, Inc. Melissa has been in the industry since April 20, 2015. She is registered with the state of South Carolina, and has a total of 50 state registrations. Melissa is a licensed Series 7, 9, 10, 31, and 63 representative. She is an active broker-dealer and investment advisor representative. Melissa specializes in portfolio management for individuals and businesses, financial planning, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
SC
04/20/2015 - Present
Raymond James & Associates, Inc. (GREENVILLE SC)
BC
Issued 05/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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