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Melvin Edgar Joffre

Fidelity Brokerage Services LLC

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About Melvin Edgar Joffre

Melvin Edgar Joffre has been in the securities industry since February 19, 2003. Currently, Melvin Edgar Joffre is registered with Fidelity Brokerage Services LLC, a firm based in Greenwood Village, CO. Melvin Edgar Joffre is registered with the following licensing authorities: FINRA, Series 7, Series 9, Series 10, Series 63 and SIE. Previously, Melvin Edgar Joffre was registered with Charles Schwab & Co., Inc., SunAmerica Securities, Inc., EquiTrust Marketing Services, LLC and Farmers Financial Solutions, LLC.

Firm Information

Melvin Joffre is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Melvin Joffre’s Registration & Firm History

CO

07/05/2022 - Present

Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)

AZ

11/14/2005 - 05/04/2022

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

09/15/2005 - 09/30/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

IA

02/04/2004 - 08/22/2005

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

CA

08/22/2002 - 11/19/2002

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

TX

06/14/2000 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 06/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/14/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Melvin Edgar Joffre. Review regulatory record here.
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