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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 Michalewich is a financial advisor with UBS Financial Services Inc. Melvyn has been in the financial industry since 1984 and has experience with a variety of firms, including Citigroup Global Markets Inc. and Dean Witter Reynolds Inc. Melvyn is licensed in Florida and holds Series 3, 7, 63, and 65 licenses. Melvyn specializes in investment advisory services, portfolio management, and financial planning for individuals, corporations, and other clients.
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.
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.
See schedule d - miscellaneous
1
2
FL
11/17/2008 - Present
UBS Financial Services Inc. (MELBOURNE FL)
FL
08/25/1994 - 12/04/2008
CITIGROUP GLOBAL MARKETS INC. (MELBOURNE FL)
NY
01/22/1988 - 08/25/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/03/1984 - 02/12/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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