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Melrose Agatha Rhoden

David Lerner Associates, Inc.

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About Melrose Agatha Rhoden

Melrose Agatha Rhoden is a financial professional with over 10 years of experience in the securities industry. Melrose is currently registered with David Lerner Associates, Inc. Melrose holds the Series 99 and SIE licenses.

Firm Information

Melrose Rhoden is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Melrose Rhoden’s Registration & Firm History

NY

09/24/2012 - Present

David Lerner Associates, Inc. (SYOSSET NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melrose Agatha Rhoden.
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