Unclaimed
Nicholas Melzer is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Nicholas has been in the financial services industry since 2000 and has held various positions at other firms, including Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP., QUESTAR CAPITAL CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and PRUCO SECURITIES CORPORATION. Nicholas holds Series 7, 6 and 66 securities licenses. Nicholas specializes in portfolio management for individuals and businesses. Nicholas is also a registered investment advisor representative with J.P. Morgan Securities LLC in Ohio and Texas. Nicholas is committed to providing clients with personalized financial advice and investment strategies.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
05/01/2020 - Present
J.p. Morgan Securities LLC (ROCKY RIVER OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTLAKE OH)
IL
10/01/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
SC
03/17/2003 - 07/21/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/24/2001 - 03/14/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
04/06/2001 - 10/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/06/2001 - 10/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
09/15/1999 - 01/23/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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