Unclaimed
Melissa Holding is an investment advisor representative at The Huntington Investment Co. Melissa has over 20 years of experience in the financial services industry. Melissa holds Series 7, 24, 63 and 65 licenses. Melissa works with individuals, corporations, and charitable organizations. Melissa's firm manages approximately $5.2 billion in assets.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/26/2024 - Present
THE Huntington Investment Co. (COLUMBUS OH)
NC
12/13/2019 - 01/08/2024
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/17/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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