linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Melissa Sue Johns

Ally Invest Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melissa? Claim Your Profile

About Melissa Sue Johns

Melissa Johns is a financial professional with over six years of experience in the financial services industry. Melissa is currently registered as a Registered Representative with Ally Invest Advisors. Melissa holds a Series 7TO, Series 63, Series 6, Series 65, and Series 24 licenses. Melissa is a licensed investment advisor and has been working in the financial services industry since 2015. Melissa has experience working with both individual clients and institutional clients. Melissa has expertise in providing financial advice to a range of clients including high net worth individuals, as well as individuals other than high net worth. Melissa has experience working in both retail and institutional settings.

Firm Information

Melissa Johns is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melissa Johns’s Registration & Firm History

OH

11/17/2021 - Present

Ally Invest Advisors (Perry Township OH)

OH

11/03/2015 - 11/01/2021

CITIZENS SECURITIES, INC. (MENTOR OH)

Not sure if Melissa Sue Johns is right for you?

Licenses & Designations

IA

Issued 10/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2021

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Sue Johns.
Not sure if Melissa Sue Johns is right for you?