Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Mutrie Todd has been in the financial industry since 2002. She is currently registered with Lion Street Financial, LLC in Ohio and Kentucky and holds Series 6 and 63 licenses. Melissa has previous experience with U.S. Bancorp Investments, Inc., The Huntington Investment Company, and BB&T Investment Services, Inc.
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
OH
04/15/2020 - Present
Lion Street Financial, LLC (Cincinnati OH)
OH
02/05/2018 - 02/26/2020
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
KY
08/27/2003 - 01/02/2018
THE HUNTINGTON INVESTMENT COMPANY (WALTON KY)
NC
12/04/2001 - 06/30/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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