Unclaimed
Melvin Blann is a registered representative with U.S. Bancorp Investments, Inc. Melvin has been in the securities industry since 1998. Melvin is licensed to offer securities in 25 states. Melvin has earned the Series 7 and Series 66 licenses. Melvin specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
06/03/2002 - Present
U.s. Bancorp Investments, Inc. (Milwaukee WI)
NJ
06/01/1999 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
03/26/1998 - 06/03/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/1998 - 06/03/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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