Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mellon is a registered investment advisor representative with Freestone Capital Management, LLC. Robert has over 20 years of experience in the financial services industry. Robert's previous experience includes positions at Freestone Securities, LLC, Salomon Smith Barney Inc., and U.S. Bancorp Securities. Robert is registered with the state of Washington and Texas, and holds Series 3, 7, 30, and 63 licenses. Robert specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
04/25/2008 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
08/15/2003 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
NY
11/29/1994 - 03/05/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
OR
01/19/1994 - 11/02/1994
U.S. BANCORP SECURITIES (PORTLAND OR)
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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