Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mellendick is a financial advisor with LPL Financial LLC, located in Linthicum, MD. James has been in the financial services industry since December 19, 2004. James has held previous positions at Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. James specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
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2
MD
09/14/2020 - Present
LPL Financial LLC (LINTHICUM MD)
VA
10/18/2012 - 09/08/2020
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
MD
12/08/2011 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (BALTIMORE MD)
MD
01/28/2009 - 11/23/2011
WELLS FARGO ADVISORS, LLC (LINTHICUM MD)
MD
04/02/2007 - 02/03/2009
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
MD
08/30/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BALTIMORE MD)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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