Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Melnick is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Paul is also a partner in Juno Financial Group, where he provides wealth management, qualified retirement plan management, and investment advisory services. Paul holds both Series 6 and 7 licenses, as well as Series 63 and 65 licenses. Paul works with individuals, families, businesses, and charitable organizations. Paul has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
05/05/2016 - Present
Kestra Advisory Services, LLC (Richmond VA)
VA
11/02/1993 - 07/24/2013
MML INVESTORS SERVICES, LLC (RICHMOND VA)
IA
Issued 01/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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