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Melissa Whaley Matney

Truist Securities, Inc.

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About Melissa Whaley Matney

Melissa Matney is a financial advisor with Truist Securities, Inc. Melissa has over 15 years of experience in the financial services industry. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 27, 63, and 65 licenses. Melissa's professional experience includes roles with SunTrust Investment Services, Inc., Register & Akers Investments, Inc., Bear, Stearns & Co. Inc., Raymond James & Associates, Inc., and J.C. Bradford & Co. Melissa is based in Atlanta, Georgia.

Firm Information

Melissa Matney is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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.

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Melissa Matney’s Registration & Firm History

GA

05/13/2014 - Present

Truist Securities, Inc. (ATLANTA GA)

GA

10/31/2006 - 07/20/2007

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

07/27/2004 - 10/25/2004

REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)

NY

09/10/2002 - 07/16/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

FL

02/18/2000 - 09/18/2002

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

12/22/1998 - 04/13/2000

J.C. BRADFORD & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/12/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/01/2024

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Melissa Whaley Matney.
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