Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Dean Ratcliff is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Melvin Ratcliff is a registered representative with the state of Florida since March 1, 2012 and has been in the industry since January 30, 1989. Prior to joining Raymond James Financial Services Advisors, Inc., Melvin Ratcliff was employed by WELLS FARGO ADVISORS, LLC and MORGAN STANLEY & CO. INCORPORATED.
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
FL
03/01/2012 - Present
Raymond James Financial Services Advisors, Inc. (Vero Beach FL)
FL
10/31/2008 - 01/23/2012
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
04/02/2007 - 11/04/2008
MORGAN STANLEY & CO. INCORPORATED (VERO BEACH FL)
FL
01/31/1989 - 04/02/2007
MORGAN STANLEY DW INC. (VERO BEACH FL)
BC
Issued 01/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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