Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Glass is a financial advisor with Truist Advisory Services, Inc. in Williamsburg, Virginia. Melody has been in the financial industry since July 2010. Melody is licensed in 26 states, and has a Series 66, Series 53, Series 24, Series 10, Series 9, Series 52TO, SIE and Series 7. Melody offers a range of services, including financial planning, portfolio management, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (WILLIAMSBURG VA)
VA
08/24/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
07/14/2010 - 08/11/2015
WELLS FARGO ADVISORS, LLC (SUMTER SC)
BOTH
Issued 04/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/21/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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