Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Mella is a financial advisor who has been in the industry since August 13, 1984. He is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in Georgia. Michael has a broad range of experience having worked with several firms including Cantella & CO., INC., Janney Montgomery Scott LLC, and IDS Financial Services Inc. Michael holds several licenses including Series 6, 7, 22, 63, and 65. Michael is a dedicated professional with a proven track record of success in providing financial guidance and investment advice to 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.
Solicitation fees from 3rd party money managers
1
2
GA
12/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (Savannah GA)
GA
02/23/2010 - 12/09/2022
CANTELLA & CO., INC. (SAVANNAH GA)
CT
10/19/1990 - 03/04/2010
JANNEY MONTGOMERY SCOTT LLC (DARIEN CT)
NA
01/16/1990 - 10/26/1990
MINOTAUR SECURITIES CORPORATION
NA
09/19/1988 - 01/16/1990
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
10/01/1986 - 10/10/1988
TURCAN FINANCIAL GROUP, INC.
NA
12/24/1986 - 10/03/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/11/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
08/14/1984 - 10/08/1986
IDS MARKETING CORPORATION
NA
08/24/1984 - 10/03/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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