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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melynda? Claim Your ProfileMelynda Rodgers is an investment advisor representative with Waverly Advisors, LLC, a firm that provides financial planning, portfolio management, and pension consulting services. Melynda has been in the financial services industry for over 20 years and holds a Series 7, Series 24, and Series 63 licenses, as well as a Certified Financial Planner designation. Melynda has worked with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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
AL
08/20/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
FL
06/10/2022 - 12/16/2022
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
09/22/2021 - 04/26/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Treasure Island FL)
FL
05/07/2021 - 08/19/2021
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
01/02/2019 - 06/19/2020
MUTUAL SECURITIES, INC. (Jacksonville Beach FL)
FL
06/04/2013 - 12/31/2018
SAGEPOINT FINANCIAL, INC. (JACKSONVILLE BEACH FL)
FL
04/24/2013 - 05/16/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
01/09/2013 - 04/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
10/27/2010 - 12/04/2012
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
07/03/2008 - 12/26/2008
SUMMIT BROKERAGE SERVICES, INC. (DAYTONA BEACH FL)
FL
11/28/2005 - 07/01/2008
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
MN
09/21/2004 - 05/26/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NY
07/21/2000 - 10/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/24/1997 - 07/26/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/24/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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