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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Perez is a financial advisor with over 17 years of experience in the industry. Melinda currently works for Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Melinda has a wide range of experience in the financial services industry. Her previous roles include working as a financial advisor for Raymond James Financial Services, Inc. and Invest Financial Corporation. Melinda is a licensed professional with a number of securities licenses. Melinda holds the Series 3, 4, 7, 9, 10, 24, 52, 53, and 66 licenses. Melinda is also a registered investment advisor in the state of Florida. Melinda is committed to providing her clients with personalized financial advice. Melinda focuses on helping clients with financial planning, portfolio management, and investment advice. Melinda works with a variety of clients including high net worth individuals, corporations, and businesses, pension and profit sharing plans, charitable organizations, and banking or thrift institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/21/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/24/2020 - 10/23/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/13/2014 - 12/07/2015
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/12/2006 - 10/06/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 01/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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