Melissa Terry Finch

Current Employers

Employment History

• 06/2015 → Present
  Secu Brokerage Services
  Raleigh, NC
• 06/2015 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2013 → Present
  State Employees' Credit Union
  Arden, NC
• 09/2015 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2016 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES. START DATE: 8/2013. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 6/2015. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: AUGUST, 2016. TITLE: TRUST REP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-05
• S63 Uniform Securities Agent State Law Examination
  2015-09-28

Other Names

• Melissa Erin Terry