Melissa Finch (CRD# 6516385) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 8 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Aug 2016 - Current | 7 |
| Credit Union Investment Services | Raleigh, NC | Sep 2015 - Current | 8 |
| Secu Brokerage Services | Raleigh, NC | Jun 2015 - Current | 8 |
| Secu Life Insurance Company | Raleigh, NC | Jun 2015 - Current | 8 |
| State Employees' Credit Union | Arden, NC | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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