Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith William Mellen is a registered investment advisor with Eagle Strategies LLC. Keith has been in the financial services industry since 2000 and has a variety of experience working with different clients and firms. Keith holds multiple securities licenses including Series 63, 66, 7, 10, 24, 53 and 4. Keith has a strong track record of success in providing financial advice to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/14/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/25/2006 - 12/12/2019
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NJ
04/25/2000 - 05/09/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
BOTH
Issued 6/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/4/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/3/2007
Series 24 - General Securities Principal Examination
BC
Issued 5/6/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/8/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/6/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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