Profile
Ms. Melissa Peoples is an Assistant Director at Chariot Advisors LLC.
Ms. Peoples has over 10 years' experience in financial services, which has involved investments and related issues.
She started her career with Wachovia Securities and has also worked with top wealth managers at RBC Wealth Management and Raymond James Financial Services.
Ms. Peoples attended Appalachian State University in Boone, North Carolina and passed her Series 7 and Series 63 securities license.
She and her husband Jason live in Timberlake, North Carolina with their two young children.
She enjoys various activities with her children and her husband such as going out on their boat and traveling.
Former positions of Melissa Peoples
| Companies | Position | End |
|---|---|---|
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Corporate Officer/Principal | - |
| RAYMOND JAMES FINANCIAL, INC. | Corporate Officer/Principal | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Melissa Peoples
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Raymond James Financial, Inc.
Raymond James Financial, Inc. Investment ManagersFinance Provides wealth management, investment banking and advisory services | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Appalachian State University
Appalachian State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Finance |
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