Melissa Jennifer Shade

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 12/2017
  Cco Investment Services
  Lancaster, PA
• 12/2017 → 02/2022
  Citizens Securities Inc.
  Lancaster, PA
• 12/2017 → 02/2022
  Citizens Bank
  Lancaster, PA
• 02/2022 → Present
  Truist Investment Services, Inc
  Reading, PA
• 02/2022 → Present
  Truist Advisory
  Reading, PA

Previous Registrations

• 2016-09-13 → 2022-02-09
  Citizens Securities, Inc.
  Lancaster, PA
  Plymouth Meeting, PA
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-12
• S63 Uniform Securities Agent State Law Examination
  2013-04-18

Other Names

• Missy Jennifer Shade
• Melissa Jennifer Shade-Jurgae