Melissa
Haynes
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Melissa Haynes is a financial advisor based in Charlotte, North Carolina, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa has previously held positions at Jpmorgan Securities LLC, Jpmorgan Chase Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Catawa College, Strayer University, and Bank Of America, N.A. Melissa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina, South Carolina, and Texas. Currently, Melissa is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Charlotte, North Carolina. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Melissa Haynes Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Catawa College
Strayer University
Jpmorgan Securities LLC
Jpmorgan Chase Bank
Disclosures
Please visit the SEC profile of Melissa Haynes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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