Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Finkelstein is a financial advisor with over 40 years of experience in the industry. He is currently registered with Janney Montgomery Scott LLC, where he has been employed since December 2008. Prior to that, Melvin Finkelstein was employed at Citigroup Global Markets Inc. from July 1993 to December 2008, Lehman Brothers Inc. from May 1989 to July 1993 and David Lerner Associates, Inc. from April 1982 to May 1989. Melvin Finkelstein holds licenses in multiple states and is a licensed investment advisor. Melvin Finkelstein is specialized in providing financial planning, portfolio management, and investment advisory services.
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.
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.
Fee plus commission
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2
NY
06/16/2021 - Present
Janney Montgomery Scott LLC (GARDEN CITY NY)
NY
07/31/1993 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
05/08/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/07/1982 - 05/09/1989
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 04/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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