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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn V Melick is a financial advisor who has been in the industry since 1984. John is currently registered with Robert W. Baird & Co. Inc. and holds licenses in Florida, Ohio, and Texas. John has experience in various aspects of the financial services industry, including securities, investments, and financial planning. John's previous experience includes positions with Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
01/13/2018 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
OH
01/01/2008 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (TOLEDO OH)
MI
11/11/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANN ARBOR MI)
NY
09/20/1984 - 11/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/1987
Series 5 - Interest Rate Options Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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