Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Marie Schvartz is a registered representative with Cleveland Research Co. LLC. Melanie has over 15 years of experience in the financial industry. Melanie is a Series 7, Series 7TO, Series 24, Series 87, and SIE licensed professional. Previously, Melanie held roles at firms like Valmark Securities, Inc., Cohen Capital, Ltd., Linsco/Private Ledger Corp., and Capital Analysts, Incorporated.
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.
Equity research reports
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.
Subscription fees for research reports
1
2
OH
11/08/2021 - Present
Cleveland Research Co. LLC (CLEVELAND OH)
OH
10/02/2007 - 12/12/2008
VALMARK SECURITIES, INC. (CLEVELAND OH)
OH
03/05/2007 - 09/06/2007
COHEN CAPITAL, LTD. (AKRON OH)
OH
12/15/2005 - 04/05/2007
VALMARK SECURITIES, INC. (AKRON OH)
SC
11/27/2002 - 12/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
07/29/2002 - 10/01/2002
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 02/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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