Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melodie? Claim Your ProfileMelodie Marie Davis is a financial advisor with over 22 years of experience in the financial services industry. Melodie is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide investment advice in Texas and Wyoming. Melodie also has experience providing investment advice for clients in a variety of other states including Alabama, Arizona, Arkansas, California, Colorado, Idaho, Indiana, Iowa, Louisiana, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Washington, Wisconsin, and Wyoming. Melodie has a wide range of experience in the financial services industry, including providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WY
06/11/2018 - Present
Cambridge Investment Research Advisors, Inc. (Laramie WY)
WY
02/20/2001 - 06/12/2018
KESTRA INVESTMENT SERVICES, LLC (LARAMIE WY)
IA
Issued 05/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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