Unclaimed
James Melnyk is a financial advisor with over 10 years of experience in the industry. James is currently registered with Foreside Fund Services, LLC, a firm that provides fund administration and custody services. Prior to joining Foreside, James worked at Calamos Financial Services LLC, LaSalle Investment Management Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Morgan Stanley, and Chase Investment Services Corp. James is a licensed Series 6, 7, 63, and 65 representative.
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.
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.
1
2
FL
01/03/2023 - Present
Foreside Fund Services, LLC (Fort Lauderdale FL)
IL
07/14/2021 - 12/02/2022
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
05/04/2016 - 11/02/2020
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
08/15/2014 - 06/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VILLA PARK IL)
IL
02/27/2014 - 07/29/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
08/28/2013 - 02/07/2014
MORGAN STANLEY (CHICAGO IL)
IL
10/29/2012 - 03/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/25/2010 - 02/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 10/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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