Unclaimed
Neville Melvin is a financial advisor at Ameriprise Financial Services, LLC. Neville has over 14 years of experience in the financial services industry, specializing in financial planning and portfolio management for individuals, businesses, trusts, and pension plans. Neville is licensed to provide investment advice in Florida, where he is registered with both the state and FINRA. Neville has held previous positions with Truist Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chase Investment Services Corp., allowing him to gain a diverse perspective of the financial services industry.
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.
Asset allocation services
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.
1
2
FL
02/13/2024 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
11/21/2016 - 12/15/2023
TRUIST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
03/04/2016 - 11/28/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONGWOOD FL)
FL
03/28/2013 - 02/24/2016
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
10/01/2012 - 03/27/2013
J.P. MORGAN SECURITIES LLC (WINTER GARDEN FL)
FL
05/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINTER GARDEN FL)
FL
07/22/2009 - 05/10/2011
SUNTRUST INVESTMENT SERVICES, INC. (LADY LAKE FL)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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