Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melodi? Claim Your ProfileMelodi Cupp is a financial advisor with over 10 years of experience in the industry. Melodi is registered with Wells Fargo Clearing Services, LLC and holds Series 6, 7, 63, and 65 licenses, along with the SIE exam. Melodi provides financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Previously, Melodi worked with Morgan Stanley, Securities America, Inc., and SunTrust 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
02/12/2024 - Present
Wells Fargo Clearing Services, LLC (NEWPORT NEWS VA)
VA
08/03/2022 - 02/08/2024
MORGAN STANLEY (Newport News VA)
VA
01/28/2021 - 06/10/2022
SECURITIES AMERICA, INC. (HAMPTON VA)
VA
07/14/2016 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSBURG VA)
VA
08/05/2015 - 06/17/2016
SUNTRUST INVESTMENT SERVICES, INC. (GLOUCESTER VA)
VA
05/02/2014 - 08/05/2015
WELLS FARGO ADVISORS, LLC (NEWPORT NEWS VA)
IA
Issued 10/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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