Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Evans is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with the state of Tennessee as an Investment Advisor Representative and works with United Capital Financial Advisors. Melissa has previously held positions at Raymond James Financial Services, Inc., Wiley Bros.-Aintree Capital, LLC, FTB Advisors, Inc., Primevest Financial Services, Inc., Fifth Third Securities, Inc., and LM Financial Partners, Inc.. Melissa holds FINRA Series 7, 63, and 66 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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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TN
09/19/2024 - Present
United Capital Financial Advisors (BRENTWOOD TN)
TN
03/07/2022 - 08/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
05/17/2018 - 01/21/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
05/02/2014 - 04/12/2017
WILEY BROS.-AINTREE CAPITAL, LLC (NASHVILLE TN)
TN
04/07/2010 - 05/07/2014
FTB ADVISORS, INC. (SPRING HILL TN)
TN
10/21/2004 - 01/26/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FRANKLIN TN)
OH
12/13/2002 - 11/09/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
LA
12/19/2001 - 12/17/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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