Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Melgard is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Najarian Family Office, LLC and Rebellion Capital Advisors, LLC. Jeffrey has a Series 65, 3, and 44 licenses. Jeffrey specializes in providing financial planning, investment management for individuals and businesses, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
04/10/2024 - Present
Najarian Family Office, LLC (CHICAGO IL)
IL
06/16/2011 - 11/28/2011
SMC OPTION MANAGEMENT, LLC (CHICAGO IL)
IA
Issued 07/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2021
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/2011
Series 44 - PCX Market Maker Exam
Active
Inactive
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