Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meralyn? Claim Your ProfileMeralyn Patricia Ratnasekera is a registered investment advisor with Wells Fargo Clearing Services, LLC, based in Apex, North Carolina. Meralyn has over a decade of experience in the financial services industry, having previously worked with SunTrust Bank, Newbridge Bank and First Citizens Investor Services. Meralyn is licensed to offer investment advice and securities products in multiple states. Meralyn's focus is providing investment advice and portfolio management to individual and institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
NC
02/01/2023 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
01/10/2022 - 01/06/2023
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
TN
07/27/2020 - 11/01/2021
FIRST HORIZON ADVISORS, INC. (MEMPHIS TN)
NC
01/14/2019 - 07/29/2020
SUNTRUST INVESTMENT SERVICES, INC. (DURHAM NC)
BOTH
Issued 09/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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