Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Terry Finch is an investment advisor representative registered with Credit Union Investment Services. Melissa is active in the investment industry since 2015. She is licensed to provide financial advice in North Carolina. Melissa has passed exams for Series 6, 7, 24, 63 and 65. Melissa is able to provide financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NC
01/05/2016 - Present
Credit Union Investment Services (Arden NC)
IA
Issued 01/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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