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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Melton is a financial advisor who has been working in the industry since 1982. He is currently registered with Raymond James Financial Services Advisors, Inc. in Encinitas, CA. Christopher has a broad range of experience and holds multiple licenses, including Series 3, 7, 63 and 65. He also holds the designation of Certified Financial Planner. Christopher Melton is a knowledgeable and experienced financial advisor ready to help you achieve your 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.
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
CA
07/05/2018 - Present
Raymond James Financial Services Advisors, Inc. (Encinitas CA)
CA
01/01/2008 - 07/10/2018
WELLS FARGO CLEARING SERVICES, LLC (CARLSBAD CA)
CA
02/06/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
NY
02/15/1988 - 02/27/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/22/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/24/1982 - 10/22/1984
FIRST JERSEY SECURITIES, INC.
IA
Issued 03/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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