Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Brody is a registered representative with LPL Financial LLC. Melvin has been in the financial services industry for over 23 years and is licensed to conduct business in Pennsylvania, South Carolina, and several other states. Melvin has a Series 7, 24, 63 and 65 securities license and has experience providing financial advice to individuals, corporations and charitable organizations. Melvin is also an Independent Insurance Agent with expertise in long term care, universal and term life insurance. Prior to joining LPL, Melvin worked with UBS Financial 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.
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
PA
01/04/2022 - Present
LPL Financial LLC (PITTSBURGH PA)
NJ
04/08/1999 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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