Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Colley has over 20 years of experience in the financial services industry. Melissa has a proven track record of success in providing financial guidance to individuals and families. Melissa currently works at Capfinancial Securities, LLC. In the past Melissa has worked for firms such as G.F. INVESTMENT SERVICES, LLC, PARK AVENUE SECURITIES LLC, DIVERSIFIED INVESTORS SECURITIES CORP., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, WACHOVIA SECURITIES, LLC, AF BROKERAGE, INC., H&R BLOCK FINANCIAL ADVISORS, INC., UVEST INVESTMENT SERVICES, SALOMON SMITH BARNEY INC., and PAINEWEBBER INCORPORATED. Melissa is licensed to provide investment advice in the state of North Carolina. She holds Series 7, Series 63, Series 65, and SIE licenses.
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.
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.
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2
NC
07/31/2018 - Present
Capfinancial Securities, LLC (RALEIGH NC)
NC
08/27/2014 - 03/02/2015
G.F. INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
03/13/2013 - 08/26/2014
PARK AVENUE SECURITIES LLC (CHARLOTTE NC)
NY
12/23/2011 - 12/06/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NC
08/24/2006 - 01/10/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/31/2006 - 07/31/2006
WACHOVIA SECURITIES, LLC (SALISBURY NC)
NC
09/02/2005 - 05/09/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/03/2002 - 10/06/2003
AF BROKERAGE, INC. (WEST JEFFERSON NC)
MI
04/10/2002 - 07/18/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NC
09/01/2000 - 04/08/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
09/03/1998 - 08/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
10/09/1996 - 08/25/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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