Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Goldstein is a financial advisor with over 20 years of experience in the industry. Melvin is registered with LPL Financial LLC and holds a Series 7TO, Series 63, and Series 24 license. Melvin is also a Chartered Financial Consultant. Melvin's experience with Park Avenue Securities LLC and Guardian Investor Services Corporation provide Melvin with a diverse background.
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
NJ
02/21/2018 - Present
LPL Financial LLC (MARLBORO NJ)
NY
07/07/2000 - 01/25/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/03/1999 - 07/06/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/08/1976 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
12/17/1974 - 04/06/1976
GERSON, HOROWITZ, GREEN SECURITIES CORP.
NA
06/10/1970 - 10/03/1974
HERZFELD & STERN
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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