Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Melillo is a financial professional with experience in the financial services industry. James currently works for Northwestern Mutual Investment Services, LLC and has been with them since June 2023. Prior to this, James was with Empower Financial Services, Inc. from June 2019 to June 2023 and Charles Schwab & Co., Inc. from August 2018 to April 2019. James holds Series 63, Series 7 and SIE licenses. James is registered with the state of Colorado.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CO
12/22/2023 - Present
Northwestern Mutual Investment Services, LLC (GREENWOOD VLG CO)
CO
06/11/2019 - 06/14/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
08/10/2018 - 04/26/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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