Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bouchillon is a financial advisor with Sound View Wealth Advisors Group, LLC. She is a Registered Representative with the firm and holds the Series 66, Series 9, Series 10, Series 31, and Series 7 licenses. Melissa specializes in providing financial planning, insurance solutions, and credit and cash management solutions to individuals, high-net-worth individuals, charitable organizations, and corporations. Melissa has been in the industry since 2004.
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.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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GA
07/19/2023 - Present
Sound View Wealth Advisors Group, LLC (Savannah GA)
GA
04/19/2004 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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