Unclaimed
Jeffrey Melvin is a financial professional with over 20 years of experience in the industry. Jeffrey Melvin is currently registered with Northern Trust Securities, Inc. and has been with the firm since July 2020. Previously, Jeffrey Melvin worked at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., and PRIME EXECUTIONS, INC. Jeffrey Melvin has a broad range of experience in the financial services industry and is committed to providing clients with personalized investment advice and guidance.
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.
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.
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
IL
07/09/2020 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
NY
04/02/2012 - 08/12/2015
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
TN
03/12/2003 - 04/02/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
10/08/2001 - 02/24/2003
PRIME EXECUTIONS, INC. (NEW YORK NY)
BC
Issued 06/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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