Unclaimed
Ervis Mellani is an Investment Advisor Representative with TLG Advisors, Inc. Ervis is a Certified Financial Planner™ and has been in the industry since 2013. Ervis is registered with the state of Ohio. Ervis also works for Trusted Insurance Advisors LLC, where Ervis is the President. Ervis is registered with the state of Ohio and has been registered with the state of Ohio since 2013. Ervis has experience working with individuals, corporations, and pension and profit-sharing plans.
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.
Placement of institutional funds
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.
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2
CO
08/15/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
TN
02/24/2023 - 08/06/2024
P.J. ROBB VARIABLE, LLC (MEMPHIS TN)
OH
10/05/2020 - 01/10/2023
LPL FINANCIAL LLC (CLEVELAND OH)
CT
09/16/2019 - 05/11/2020
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CO
01/02/2015 - 09/16/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
OH
03/22/2014 - 12/31/2014
FARMERS FINANCIAL SOLUTIONS, LLC (INDEPENDENCE OH)
OH
06/30/2008 - 05/22/2009
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
BC
Issued 05/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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