Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Horne is a financial advisor at Fidelity Personal And Workplace Advisors. Melissa has been in the industry since 2008. Melissa Horne is licensed to provide investment advice in South Carolina, Texas and several other states. Melissa has a variety of licenses and credentials including Series 63, Series 66, Series 7, and Series 55. Melissa is also a Certified Financial Planner. Melissa has experience with Deutsche Bank Securities Inc., Morgan Stanley and Fidelity Investments.
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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
09/23/2022 - Present
Fidelity Personal AND Workplace Advisors (MOUNT PLEASANT SC)
SC
06/17/2020 - 02/18/2022
MORGAN STANLEY (Charleston SC)
NY
10/12/2005 - 02/09/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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