Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevan? Claim Your ProfileKevan Melchiorre is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, Indiana. Kevan has been working in the financial industry since 2010 and is currently registered with the state of Illinois. Kevan offers a variety of services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning. Kevan has a strong commitment to providing personalized and comprehensive financial advice to his clients. Prior to joining Sanctuary Advisors, Kevan worked for Raymond James Financial Services, Inc. and Goldman, Sachs & Co.
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.
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.
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2
IN
02/26/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IL
05/01/2012 - 03/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (URBANA IL)
NY
01/29/2010 - 04/23/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 07/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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