Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Lambert is a Registered Representative of Edelman Financial Engines. Melvin has been in the financial services industry since 2001, working for several firms, including Merrill Lynch and Charles Schwab. Melvin has a strong background in financial planning and portfolio management and is committed to providing high-quality service to his clients.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
04/02/2020 - Present
Edelman Financial Engines (ORLANDO FL)
AZ
01/09/2012 - 04/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
01/08/2002 - 03/16/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CT
09/25/2001 - 01/16/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
TX
02/21/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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