Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melchor? Claim Your ProfileMelchor Muzkiz is a financial advisor who has been in the industry since 1992. Melchor is currently registered with Osaic Wealth, Inc. in Garland, Texas. Melchor has a long and varied career in finance, having worked with several firms, including Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Investment Management & Research, Inc. Melchor holds a variety of licenses and certifications, including Series 7, Series 24, Series 63, and SIE. Melchor is also a Certified Financial Planner and is licensed in Texas, Colorado, Oklahoma, and Tennessee.
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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (GARLAND TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (GARLAND TX)
TX
07/03/1995 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ADDISON TX)
FL
09/08/1992 - 06/30/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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