Melissa
Haynes

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6186643
Investment Advisor
in Charlotte, NC

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

620 S Tryon St
Charlotte, NC 28255

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

NC Average: $7,464,549,021
Total Number of Employees

34,934

NC Average: 88
Total Number of Accounts

2,911,578

NC Average: 3,892
Average Account Size

$436,737

NC Average: $1,917,921

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

2017 - Present (8 years)

Bank Of America, N.A

2015 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Catawa College

2014 - 2015 (1 year)

Strayer University

2013 - 2015 (2 years)

Jpmorgan Securities LLC

2011 - 2015 (4 years)

Jpmorgan Chase Bank

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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.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
William Digman
Tampa, FL
Kevin Frevert
Leawood, KS
James Bank
Dallas, TX
Patrick Riley
Bellevue, WA
Andrea Vice
Reston, VA
Colleen Bowar
Madison, WI
Diane Doyle
Newport Beach, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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