Unclaimed
Melinda Catherine Fairweather is a registered representative with Raymond James Financial Services Advisors, Inc. Melinda is located in Pleasant Hill, California and has been in the industry for 20+ years. Melinda has licenses for Series 66, Series 7TO, and SIE, and has a broad range of experience working with individual clients, corporations and institutions. She is committed to helping her clients achieve their financial goals by developing customized financial plans, managing investments, and providing guidance on insurance, estate planning, and retirement planning. Melinda believes in building strong relationships with her clients and taking a personalized approach to meet their unique needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (Pleasant Hill CA)
BOTH
Issued 02/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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