Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvyn? Claim Your ProfileMelvyn Varrelman is a financial advisor with over 35 years of experience in the industry. Melvyn is currently registered with McManus Cooper, a firm that provides advisory services to individuals, businesses, and charitable organizations. Melvyn is a Certified Public Accountant (CPA) and Enrolled Agent (EA). He also provides accounting services through Mel Varrelman Financial Services. Melvyn's previous employment includes roles at Securities America, Inc., H.D. Vest Investment Services, Central Securities, Inc., North America Securities Corporation, O.R. Securities, Inc. and WZW Financial Services, 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.
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
02/19/2008 - Present
McManus Cooper (ST HELENA CA)
CA
11/01/2004 - 03/27/2020
SECURITIES AMERICA, INC. (SAINT HELENA CA)
TX
09/14/1987 - 11/17/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NA
10/07/1986 - 09/28/1987
CENTRAL SECURITIES, INC.
NA
05/05/1986 - 05/27/1986
NORTH AMERICA SECURITIES CORPORATION
NA
10/08/1985 - 05/07/1986
O. R. SECURITIES, INC.
NA
12/18/1984 - 10/08/1985
WZW FINANCIAL SERVICES, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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