Melanie Null
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Melanie Null Email & Phone Number

Fidelity Investments at Woodlands Securities Corporation, Member FINRA & SIPC
Location: Greater Houston, United States, United States 4 work roles
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Current company
Woodlands Securities Corporation, Member FINRA & SIPC
Role
Fidelity Investments
Location
Greater Houston, United States, United States

Who is Melanie Null? Overview

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Quick answer

Melanie Null is listed as Fidelity Investments at Woodlands Securities Corporation, Member FINRA & SIPC, based in Greater Houston, United States, 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.

Profile bio

About Melanie Null

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.

Current workplace

Melanie Null's current company

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Woodlands Securities Corporation, Member FINRA & SIPC
Woodlands Securities Corporation, Member Finra & Sipc
Fidelity Investments
4 roles

Melanie Null work experience

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Operations

Current
Woodlands Securities Corporation, Member Finra & Sipc

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.
Mar 2018 - Present

Registered Assistant

Knowlton Financial Group

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.

Mar 2015 - Mar 2016

Registered Assistant

Dixon & Company Cpa'S And Wealth Advisors

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.

Mar 2014 - Mar 2015

Chief Operations Manager / Compliance Officer

C. Geraci & Company

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.
Mar 2004 - Mar 2014
FAQ

Frequently asked questions about Melanie Null

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What company does Melanie Null work for?

Melanie Null works for Woodlands Securities Corporation, Member FINRA & SIPC.

What is Melanie Null's role at Woodlands Securities Corporation, Member FINRA & SIPC?

Melanie Null is listed as Fidelity Investments at Woodlands Securities Corporation, Member FINRA & SIPC.

Where is Melanie Null based?

Melanie Null is based in Greater Houston, United States, United States while working with Woodlands Securities Corporation, Member FINRA & SIPC.

What companies has Melanie Null worked for?

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.

How can I contact Melanie Null?

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