Melissa K. Bentley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Melissa Kay Bentley, who also goes by Melissa Kay Shaefer, was a registered financial professional .
Melissa is a previously registered financial professional and started their career in finance in 2003. Melissa had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 25, 2013 - September 20, 2016
RONALD BLUE & CO., LLC
January 23, 2007 - November 12, 2010
RONALD BLUE & CO., LLC
June 4, 2004 - January 27, 2005
BB&T ASSET MANAGEMENT, INC.
October 14, 2003 - November 17, 2003
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
RONALD BLUE & CO., LLC
CRD#: 104605 / SEC#: 801-18423
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
