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Michael Kerry Mele

Pershing LLC

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About Michael Kerry Mele

Michael Kerry Mele is a financial advisor in Lake Mary, FL. Michael is registered with Pershing LLC and Pershing Advisor Solutions LLC and has been in the industry since November 29, 1996. Michael has passed the Series 6, Series 7, Series 8, and Series 24 exams. He is licensed to provide securities advice in Florida.

Firm Information

Michael Mele is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Mele’s Registration & Firm History

FL

04/27/2022 - Present

Pershing LLC (LAKE MARY FL)

FL

03/26/2008 - 09/23/2009

COLONIAL BROKERAGE, INC. (APOPKA FL)

FL

06/04/2007 - 10/12/2007

FIFTH THIRD SECURITIES, INC. (ALTAMONTE SPRINGS FL)

TX

07/20/1992 - 10/29/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MA

11/05/1991 - 07/22/1992

JMC FINANCIAL CORPORATION (BOSTON MA)

MN

07/16/1990 - 10/14/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/16/1990 - 10/14/1991

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

08/22/1989 - 04/07/1990

JONATHAN ALAN & CO., INC.

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Licenses & Designations

BC

Issued 05/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/31/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Kerry Mele.
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