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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvyn? Claim Your ProfileMelvyn Nachman is a financial advisor at One Capital Management, LLC, with over 40 years of experience in the financial services industry. Melvyn has a broad range of experience in providing investment advisory services to individuals, businesses, and institutions. He is also a Certified Financial Planner and holds the Series 7, 24, and 63 licenses. Melvyn’s previous experience includes serving as a Financial Advisor at Mutual Securities, Inc., and as the owner of Professional Planning. Melvyn is committed to providing his clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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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CA
10/30/2020 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CA
05/08/2009 - 12/31/2021
MUTUAL SECURITIES, INC. (THOUSAND OAKS CA)
CA
07/31/1997 - 05/14/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WESTLAKE VILLAGE CA)
MA
02/18/1992 - 08/01/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NV
11/21/1989 - 02/11/1992
FINANCIAL WEST GROUP (RENO NV)
AZ
11/19/1989 - 12/05/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/23/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/14/1977 - 06/02/1978
PROVIDENT NATIONAL EQUITIES, INC.
NA
07/15/1975 - 01/14/1977
PLA SECURITIES CORPORATION
NA
12/11/1973 - 11/19/1976
SPECIALIZED SECURITIES CORPORATION
NA
10/04/1972 - 05/10/1973
VICTORY FINANCIAL ASSOCIATES, INC.
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1972
Series 1 - Registered Representative Examination
Active
Inactive
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