Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Jacobson is a financial advisor with over 40 years of experience in the industry. Melvin is currently registered with LPL Financial LLC in Indiana and Texas. Previously, Melvin has been registered with other firms including Raymond James Financial Services, Inc. and NFP Securities, Inc. Melvin has a wide range of experience serving clients in different states and provides various services including financial planning, portfolio management and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
05/04/2021 - Present
LPL Financial LLC (ELKHART IN)
IN
01/03/2002 - 08/13/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELKHART IN)
TX
01/02/1998 - 12/31/2001
NFP SECURITIES, INC. (AUSTIN TX)
MN
05/25/1993 - 01/08/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
AZ
11/19/1989 - 05/25/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/27/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/20/1980 - 10/07/1986
EQUICO SECURITIES, INC.
NA
10/17/1980 - 10/02/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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