Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Melletat is a financial advisor with over 30 years of experience in the financial services industry. Kimberly is currently registered with Raymond James & Associates, Inc. and has offices in Birmingham, MI. Kimberly is also registered in 29 states and holds Series 7 and 66 licenses. Prior to joining Raymond James & Associates, Inc., Kimberly held positions with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, McDonald & Company Securities, Inc., and Prudential Securities Incorporated. Kimberly is dedicated to providing her clients with personalized financial advice and services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
08/14/2015 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
NJ
04/28/2000 - 02/06/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/08/1994 - 05/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
06/28/1993 - 06/01/1994
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
11/25/1991 - 05/24/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Melletat is the right advisor for you? Invested Better is here to help.
