Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Mclean Melville is a financial advisor with Stifel, Nicolaus & Company, Inc. Erik has been working in the financial industry since 2003 and is registered with the state of Florida and Texas as an Investment Advisor Representative. Erik is also a Certified Financial Planner (CFP). Erik has experience in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions. Erik is committed to providing personalized and comprehensive financial solutions that meet the unique needs of each client.
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
FL
09/24/2019 - Present
Stifel, Nicolaus & Company, Inc. (FT. PIERCE FL)
FL
10/05/2007 - 05/17/2019
RAYMOND JAMES & ASSOCIATES, INC. (FT. PIERCE FL)
FL
03/07/2003 - 10/11/2007
A. G. EDWARDS & SONS, INC. (FORT PIERCE FL)
BOTH
Issued 03/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2003
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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