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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Melly is a financial advisor with over 30 years of experience in the financial services industry. Thomas is currently registered with Morgan Stanley in Purchase, NY and has a broad range of experience in providing financial advice to a variety of clients, including individuals, families, and businesses. Prior to joining Morgan Stanley, Thomas held positions at Furman Selz Financial Services, Inc., Autranet, Inc., and Tucker, Anthony & R. L. Day, Inc. Thomas holds a variety of licenses and registrations, including Series 7, 63, 65, 66 and 24. Thomas is committed to providing personalized financial advice and helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
07/13/2015 - Present
Morgan Stanley (Purchase NY)
NA
11/21/1990 - 01/18/1994
FURMAN SELZ FINANCIAL SERVICES, INC.
NA
04/18/1988 - 01/26/1989
AUTRANET, INC.
NA
11/19/1985 - 03/14/1988
TUCKER, ANTHONY & R. L. DAY, INC.
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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