Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Dennis Palmer is a financial advisor with Morgan Stanley. Melvin has been in the industry since 2011 and holds Series 7 and Series 63 licenses, as well as the SIE exam. Melvin is licensed to offer advisory services in 53 states, including Alabama, Alaska, and Arizona. Melvin has previously worked at E*TRADE SECURITIES LLC, USAA INVESTMENT SERVICES COMPANY, USAA FINANCIAL ADVISORS, INC., and CHARLES SCHWAB & CO., INC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
03/13/2023 - Present
Morgan Stanley (Gilbert AZ)
AZ
06/02/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
AZ
06/08/2020 - 10/09/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
03/22/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/19/2010 - 01/09/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 03/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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