Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Melino is a financial advisor with over 30 years of experience in the financial services industry. Robert currently holds the Series 6, Series 26 and SIE securities licenses and is registered with the state of California as an Investment Advisor Representative (IAR). Robert has spent the majority of his career working with clients in retirement planning, estate planning, and wealth management. Robert is also a Certified Financial Planner (CFP). He is currently associated with The Wealth Consulting Group. Prior to joining The Wealth Consulting Group, Robert was a financial advisor at LPL Financial LLC. Robert Melino is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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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NV
07/16/2018 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
CA
11/29/2017 - 10/10/2023
LPL FINANCIAL LLC (PALM DESERT CA)
CA
07/23/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (PALM DESERT CA)
AZ
07/10/1991 - 07/27/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/18/1988 - 07/10/1991
VFS SECURITIES CORP.
BC
Issued 01/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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