Unclaimed
Melvin Fishman is an investment advisor representative with J.P. Morgan Securities LLC. Melvin has been in the industry since 1967. Melvin has a broad range of experience in the financial services industry. In addition to being registered as an investment advisor representative in New York and Texas, Melvin is also registered with FINRA and the state of New York. Melvin is a Series 63, Series 7TO, SIE, PC and Series 1 licensed professional. Melvin is able to offer financial planning, pension consulting and other advisory services to individuals, corporations, and other business entities. Melvin is also an employee of JPMorgan Bank and is able to offer certain bank products and services including deposit and credit products. Melvin's firm J.P. Morgan Securities LLC, provides services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/26/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NA
07/13/1978 - 10/11/1984
BECKER PARIBAS INCORPORATED
NA
10/18/1977 - 07/13/1978
BECKER SECURITIES INCORPORATED
NA
10/03/1967 - 11/28/1977
SHIELDS MODEL ROLAND INCORPORATED
BC
Issued 03/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1977
PC - AMEX Put and Call Exam
BC
Issued 09/29/1967
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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