Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mendel? Claim Your ProfileMendel Melzer is a registered investment advisor representative with CapAcuity LLC. Mendel is an active investment advisor representative in Florida. Mendel is a licensed investment advisor with a long history in the financial services industry. Mendel has been registered with the Securities and Exchange Commission since 1984 and has held several positions with different firms. Mendel currently works with CapAcuity LLC, a firm with 9 licensed agents, 14 investment advisor representatives, and 19 registered representatives. Mendel has experience in providing financial planning, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees associated with offset of affiliated broker dealer
1
2
FL
10/08/2018 - Present
Capacuity LLC (LAKE MARY FL)
FL
05/07/2019 - 02/12/2020
CAPACUITY SECURITIES, INC. (LAKE MARY FL)
FL
02/14/2002 - 05/25/2017
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
MA
05/20/1999 - 04/17/2000
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NJ
05/06/1994 - 04/28/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/16/1996 - 03/26/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NA
12/10/1984 - 01/29/1994
PRUDENTIAL ASSET SALES & SYNDICATIONS, INC. ("PASS")
IA
Issued 04/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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