Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Melamed is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial services industry since 1997. He has a wide range of experience working with individuals, families, businesses, trusts, and estates. Kevin is committed to providing personalized financial advice and helping clients achieve their financial goals. He provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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.
Asset allocation services
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
FL
12/10/2020 - Present
Ameriprise Financial Services, LLC (JACKSONVILLE FL)
FL
12/02/2016 - 04/09/2018
CETERA ADVISORS LLC (MAITLAND FL)
FL
02/27/2014 - 12/23/2014
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
09/26/2013 - 12/23/2014
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
08/31/2009 - 12/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
11/08/2006 - 08/27/2007
CHARLES MORGAN SECURITIES, INC. (NEW YORK NY)
NY
03/27/2000 - 09/20/2004
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
04/22/1997 - 03/28/2000
PLATINUM EQUITIES, INC. (NEW YORK NY)
NY
05/13/1996 - 01/31/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NJ
02/13/1995 - 02/21/1996
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
NJ
06/27/1994 - 01/11/1995
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
NY
04/30/1992 - 06/07/1994
WALL STREET EQUITIES INCORPORATED (NEW YORK NY)
NY
11/13/1989 - 04/21/1992
ALFRED SECURITIES, INC. (NEW YORK NY)
NJ
11/30/1988 - 09/01/1989
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NA
06/21/1988 - 12/03/1988
GREENTREE SECURITIES CORP.
BOTH
Issued 09/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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