Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Jacobs is a registered representative with Sunbelt Securities, Inc. based in Houston, TX. Melvin has been in the securities industry since 1985 and has experience in providing financial advice and portfolio management services. Melvin holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Previously, Melvin was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Fahnestock & Co. Inc.
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.
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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2
TX
02/21/2018 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
05/01/2009 - 01/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
03/28/2003 - 05/20/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
NY
01/03/2003 - 03/31/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
03/30/1987 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
04/02/1986 - 03/23/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
05/24/1985 - 11/25/1985
THE STUART-JAMES COMPANY, INC.
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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