Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Melton is a financial advisor with Janney Montgomery Scott LLC. Brian has over 20 years of experience in the financial services industry and is a Registered Representative. Brian holds the Series 7, Series 24, Series 63, and Series 79TO licenses. Brian specializes in providing financial planning, investment management, and wealth management services to individuals, families, and businesses. Brian is committed to providing his clients with personalized financial advice that helps them reach their financial goals.
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.
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.
Fee plus commission
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2
OK
02/06/2023 - Present
Janney Montgomery Scott LLC (Oklahoma City OK)
MO
10/01/2007 - 08/29/2008
WACHOVIA CAPITAL MARKETS, LLC (ST LOUIS MO)
MO
10/11/2001 - 10/01/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 04/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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