Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Lea Terrell is an active investment advisor representative in Illinois and Texas. Melody is currently registered with Midwestern Securities Trading Company, LLC, and has been in the industry for six years. Melody Lea Terrell has been associated with this firm since May 2023. Melody also has a previous registration with CETERA FINANCIAL SPECIALISTS LLC. Melody is Series 7 and Series 66 licensed. Melody works with a variety of client types, including individuals, businesses, and high-net-worth individuals. Melody provides financial planning, portfolio management, and other investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
04/15/2024 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
IL
03/30/2017 - 05/19/2023
CETERA FINANCIAL SPECIALISTS LLC (MINIER IL)
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melody Terrell is the right advisor for you? Invested Better is here to help.
