Invested Better
Educational Seminars & Workshops Advisors in Alabama
3,286 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

GULF SHORES, AL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Melanie Garrett Purvis is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Melanie has been working in the industry since 2007 and holds Series 63 and Series 7 licenses as well as the SIE. Melanie is registered with the state of Alabama. Melanie’s previous experience includes time at NBC Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FAIRHOPE, AL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Melanie Macaluso Harris is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 35 years of experience in the industry. Melanie is registered with the Financial Industry Regulatory Authority (FINRA) and has a broad range of qualifications including Series 7, 6, 9, 10, 31, and 63 licenses. Melanie is also licensed as an Investment Advisor Representative in Alabama and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Waverly Advisors, LLC | CFP ®,CFA ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Melanie Luther Nichols is a financial advisor with Waverly Advisors, LLC. Melanie holds a Series 65 license and is a Certified Financial Planner and Chartered Financial Analyst. Melanie has been in the industry since 1999 and has worked at Waverly Advisors, LLC since January 2022. Melanie focuses on providing financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CLANTON, AL

experience

18 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Melinda McCullough has been working in the financial industry since May 7, 2006, and is currently registered with LPL Financial LLC as a Registered Representative. Melinda has previously been registered with Berthel, Fisher & Company Financial Services, Inc., WFG Investments, Inc., First Legacy Securities, LLC, and Sunset Financial Services, Inc. Melinda is a Series 66, Series 7, and SIE licensed professional. Melinda is also a notary and provides tax preparation services. Melinda works out of the Clanton, Alabama branch office of LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

PNC Investments

location

ATHENS, AL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Loyd is a registered representative with PNC Investments. Melinda has been in the securities industry since 2016. She is registered in Alabama and holds the Series 6, Series 63, and SIE licenses. Melinda previously worked with BBVA Securities Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Little is a financial professional with over 7 years of experience in the industry. Melinda currently works at Concourse Financial Group Securities, Inc. Melinda specializes in providing a wide range of financial services, including investment advice, financial planning, and portfolio management. Melinda holds the Series 6, 7, 24, and 63 licenses. Melinda is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Seton is a financial advisor with over 25 years of experience in the industry. Melissa is currently registered with Stifel, Nicolaus & Company, Inc., and previously worked with Sterne, Agee & Leach, Inc. Melissa holds Series 63, Series 7, and SIE licenses. Melissa focuses on providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hornor, Townsend & Kent, LLC

location

GADSDEN, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Mooneyham is an investment professional licensed in Alabama and Tennessee. Melissa has been in the financial services industry since 2015. Melissa is a Series 63, SIE and Series 6 licensed representative with Hornor, Townsend & Kent, LLC. Melissa specializes in helping individuals, businesses, charitable organizations and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

Daphne, AL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Melissa L. Fruzan is a financial advisor with LPL Financial LLC. Melissa has been in the financial industry since 2011. Melissa has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Melissa is registered to provide securities and investment advisory services in Alabama. Melissa holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Huntsville, AL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Henderson is a financial advisor at Edward Jones in Huntsville, Alabama. Melissa has been in the financial services industry since 2010 and is licensed to provide investment advice in Alabama, Florida, Georgia, Tennessee, Texas, and Virginia. Melissa offers a range of financial services, including financial planning, portfolio management, and retirement planning. Melissa is committed to providing personalized service and helping her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?