Unclaimed
Meline Zakikian is a financial advisor at Stifel, Nicolaus & Company, Inc. Meline has been in the financial industry since 2019 and has a Series 63, Series 6TO and SIE license. Meline specializes in financial planning, portfolio management, and providing investment advice to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/08/2021 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
06/20/2019 - 08/27/2019
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BC
Issued 08/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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