Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Melian is a financial advisor with over 25 years of experience in the industry. David is a Registered Representative and an Investment Advisor Representative with Raymond James & Associates, Inc., based in New York, NY. David has held previous roles at Deutsche Bank Securities Inc. and Lehman Brothers Inc., giving David a diverse background in financial markets. David has a strong understanding of financial planning, portfolio management, and investment advisory services, and holds the Series 3, 7, 63, and 65 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
02/24/2022 - Present
Raymond James & Associates, Inc. (New York NY)
NY
07/02/2007 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/06/1995 - 07/06/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1995
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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