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Melanie Null is listed as Fidelity Investments at Woodlands Securities Corporation, Member FINRA & SIPC, based in Greater Houston, United States. AeroLeads shows a matched LinkedIn profile for Melanie Null.
Melanie Null previously worked as Operations at Woodlands Securities Corporation, Member Finra & Sipc and Registered Assistant at Knowlton Financial Group.
Financial professional with ten (10+) years of experience in asset allocation, client relations and wealth management. Highly skilled at working with custodians, advisors, support staff and other professionals to ensure clients receive the attention they deserve.
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The Woodlands, Texas
• Deliver customer service and administrative support to a team of Financial Advisors• Receive unsolicited orders from clients• Adjust and rebalance current investment models as position weights are adjusted• Act as liaison between clients and advisors• Develop strong relationships by delivering the highest level of personalized customer service.
Houston, Texas Area
This position was short term assignment. Mr. Knowlton was experiencing health issues and needed assistance running the firm. Duties included all aspects of client care: trading, account maintenance and client dinners.
The Woodlands, Texas
Dixon & Company purchased C. Geraci & Company in December 2012; job duties were to support Charles Geraci in all areas of his practice. Much of my time was retitling existing client contracts to the new broker-dealer and custodian. Additionally, I conducted client meetings educating and explaining the company changes.
The Woodlands, Texas
• Prepared financial plans using Money Guide Pro.• Analyzed existing portfolios and made recommendations for changes as needed.• Prepared investment recommendation based on client risk tolerance.• Researched equities and alternative investments to determine suitability.• Performed life insurance and annuity analysis to insure proper coverage• Maintained client and compliance files to FINRA standards.• Conducted client meetings and preformed annual reviews.• Prepared… Show more • Prepared financial plans using Money Guide Pro.• Analyzed existing portfolios and made recommendations for changes as needed.• Prepared investment recommendation based on client risk tolerance.• Researched equities and alternative investments to determine suitability.• Performed life insurance and annuity analysis to insure proper coverage• Maintained client and compliance files to FINRA standards.• Conducted client meetings and preformed annual reviews.• Prepared client quarterly invoices to include a comprehensive statement of accounts • Managed and supervised employees to include CFPs, marketing and bookkeeping departments.• Possess specialized knowledge, skill and dedication to the firm that contribute significantly to growth and success.• While preforming duties as the Chief Compliance Officer, the firm was audited by FINRA, Texas Securities Board and Texas State Board of Accountancy; all audits resulted in clean opinions with minor recommendations. Show less
Quick answers generated from the profile data available on this page.
Melanie Null works for Woodlands Securities Corporation, Member FINRA & SIPC.
Melanie Null is listed as Fidelity Investments at Woodlands Securities Corporation, Member FINRA & SIPC.
Melanie Null is based in Greater Houston, United States while working with Woodlands Securities Corporation, Member FINRA & SIPC.
Melanie Null has worked for Woodlands Securities Corporation, Member Finra & Sipc, Knowlton Financial Group, Dixon & Company Cpa'S And Wealth Advisors, and C. Geraci & Company.
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