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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Marie Melley is a financial advisor with over 20 years of experience in the financial industry. Erin is currently registered with Morgan Stanley and holds licenses to provide financial advice in numerous states. Prior to joining Morgan Stanley, Erin worked at E*TRADE Securities LLC and Lincoln Financial Advisors Corporation. Erin has a broad range of experience in financial planning, portfolio management, and investment advice. Erin specializes in serving individuals, businesses, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/02/2023 - Present
Morgan Stanley (Plantation FL)
FL
08/02/2006 - 09/05/2023
E*TRADE SECURITIES LLC (Plantation FL)
IN
12/07/1999 - 05/16/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/07/1999 - 05/16/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 4 - Registered Options Principal Examination
BC
Issued 06/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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