Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda May Stitt is a registered investment advisor representative with Private Advisor Group, LLC. Melinda has been in the industry since 1982. She is licensed in several states including Pennsylvania, New Jersey, New York, California, Florida, Idaho, Indiana, Minnesota, Nevada, New Hampshire, and Virginia. Melinda holds Series 63, Series 65, Series 7, and SIE licenses. Melinda provides financial planning, portfolio management, and other advisory services for individuals, businesses, pension plans, and charitable organizations.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
08/22/2011 - Present
Private Advisor Group, LLC (EASTON PA)
PA
06/09/2005 - 08/05/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANSDALE PA)
FL
06/24/2003 - 06/03/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
PA
02/24/1982 - 06/30/2003
ROBINSON & ROBINSON, INC. (ALLENTOWN PA)
IA
Issued 07/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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