Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Mitchell is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Melvin is located in Glen Allen, Virginia and has been working in the financial industry for over 9 years. Melvin has a Series 6 and Series 63 license and is a registered investment advisor in Virginia. Prior to joining Cetera Investment Advisers LLC, Melvin was employed with Foresters Financial Services, Inc. and PFS Investments Inc. Melvin specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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VA
08/19/2024 - Present
Cetera Investment Advisers LLC (CHESTERFIELD VA)
VA
08/08/2016 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
VA
05/18/2015 - 07/26/2016
PFS INVESTMENTS INC. (RICHMOND VA)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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