Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Melvin is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Ponte Vedra Beach, Florida. Brad has been in the industry since 2015 and holds Series 7, Series 63, and Series 66 licenses. Brad is committed to providing a personalized financial plan to clients, and offers a wide range of financial services including financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
02/17/2021 - 05/20/2024
TRUIST INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
VA
11/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/17/2017 - 11/08/2017
BBVA SECURITIES INC. (ST. AUGUSTINE FL)
FL
10/31/2015 - 09/07/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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