Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Helms-Bundschuh has been in the financial services industry since 1998. Melody is currently registered with LPL Financial LLC and has been with them since 2009. Prior to that, Melody was registered with Waterstone Financial Group, Inc., Securian Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and First Union Brokerage Services, Inc. Melody has a strong background in both securities and investment advisory services and is well-equipped to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
SC
03/22/2013 - Present
LPL Financial LLC (CHARLESTON SC)
SC
11/03/2008 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (MT. PLEASANT SC)
SC
02/05/2002 - 11/06/2008
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
IN
02/18/1999 - 01/14/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/18/1999 - 01/14/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NC
10/27/1998 - 02/12/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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