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 Kestra Advisory Services, LLC and Kestra Investment Services LLC, based in Washington, DC. Paul has been in the financial industry since May 2012 and has a broad range of experience in financial planning, investment advice, and wealth management. Paul holds the Series 66, Series 7TO, and SIE licenses and is also a Certified Financial Planner.
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.
1
2
DC
02/05/2025 - Present
Kestra Advisory Services, LLC (Washington DC)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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