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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Melvin is a financial advisor who has been in the industry since 2004. Lee Melvin is currently registered with Steward Partners Investment Advisory, LLC and has a Series 66 license. Lee Melvin has prior experience with Paulson Investment Company, Inc. Lee Melvin is also a principal with Series 24 and Series 53 licenses. Lee Melvin specializes in Financial Consulting, Financial Planning, Pension Consulting and Portfolio Management for Individuals. Lee Melvin is registered in several states as a broker and an investment advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
OR
07/25/2024 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
01/26/2004 - 11/19/2010
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
BOTH
Issued 5/7/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/4/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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