David Melendy
COO - Managing Director of Advisory Services at Silver Oak Securities, Inc.
- Role
- Chief Operating Officer at Silver Oak Securities, Inc
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About David Melendy
Experienced Advisory Services professional specializing in the independent space.…
Experience
Chief Operating Officer
Nov 2023 — Present · Knoxville, TN, US
Education
University of Tennessee, Knoxville
Bachelor of Arts, History
1999 — 2005
University of Tennessee, Knoxville
Bachelor of Arts, Philosophy
1999 — 2005
Skills
- Series 24
- Series 55
- Series 63
- Retirement
- Uniform Combined State Law
- Equities
- Mutual Funds
- Customer Service
- Series 7
- Securities
- Investment Advisory
- Series 66
- Financial Services
- Alternative Investments
- Retirement Planning
- Finra
- Series 65
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