Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Melton has been a part of the financial services industry since 1988. Edward is currently registered with Stifel, Nicolaus & Company, Inc. in Stamford, Connecticut. Before joining Stifel, Nicolaus & Company, Inc., Edward was previously registered with Imperial Capital, LLC, Canaccord Genuity LLC, Amherst Pierpont, Mizuho Securities USA LLC, Oppenheimer & Co. Inc., Standard New York Securities, Inc., RBS Securities Inc., ING Financial Markets LLC, Santander Central Hispano Investment Securities Inc., Refco Securities, Inc., BT Alex. Brown Incorporated, Lehman Brothers Inc., Lehman Government Securities Inc., Lehman Special Securities Inc. and Dean Witter Reynolds Inc. Edward has also passed the Series 7, Series 3, Series 63, Series 72, and SIE exams.
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.
1
2
CT
05/13/2024 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
NY
05/04/2023 - 08/21/2023
IMPERIAL CAPITAL, LLC (NEW YORK NY)
NY
03/03/2022 - 04/12/2023
CANACCORD GENUITY LLC (NEW YORK NY)
NY
01/08/2019 - 02/03/2022
AMHERST PIERPONT (NEW YORK NY)
NY
08/08/2017 - 12/12/2018
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
04/04/2014 - 08/03/2017
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
01/03/2012 - 03/18/2014
STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)
CT
06/14/2010 - 11/17/2011
RBS SECURITIES INC. (STAMFORD CT)
NY
06/09/2003 - 06/28/2010
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
07/08/1999 - 05/30/2003
SANTANDER CENTRAL HISPANO INVESTMENT SECURITIES INC. (NEW YORK NY)
NY
03/09/1999 - 06/16/1999
REFCO SECURITIES, INC. (NEW YORK NY)
MD
06/17/1996 - 01/29/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NY
06/03/1993 - 05/29/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/03/1993 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
06/03/1993 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
NA
09/05/1986 - 02/10/1993
DEAN WITTER REYNOLDS INC.
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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