Unclaimed
Melvin Derrick Sikes is a financial advisor with Raymond James Financial Services Advisors, Inc. Melvin has been in the financial services industry for over 20 years, and holds Series 7, 63, and 65 licenses. Melvin is also a Certified Financial Planner and Chartered Financial Consultant. Melvin works with individual investors, corporations, and retirement plans. Melvin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
AL
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (MONTGOMERY AL)
AL
02/13/2013 - 08/01/2016
RAYMOND JAMES & ASSOCIATES, INC. (MONTGOMERY AL)
AL
04/29/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
MO
05/30/2001 - 04/30/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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