Unclaimed
Craig Mellenthine is a registered representative with MML Investors Services, LLC and has been in the industry since 1994. Craig is also a registered investment advisor representative in the state of New York. Craig has a wide range of experience in the financial services industry, having worked for several firms over the years. Craig has specialized in asset allocation programs, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (NORTH TONAWANDA NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NORTH TONAWANDA NY)
NY
06/08/2006 - 01/02/2015
NEW ENGLAND SECURITIES (NORTH TONAWANDA NY)
NY
06/01/1994 - 06/15/2006
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH TONAWANDA NY)
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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