Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Melillo is a financial advisor with Western International Securities, Inc. He has been a registered representative since 1983 and has a wealth of experience in the financial services industry. Todd has worked with a variety of clients, including individuals, families, and businesses, and has a deep understanding of their needs. He 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.
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.
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
CA
12/21/2023 - Present
Western International Securities, Inc. (Pasadena CA)
CA
10/26/2012 - 04/01/2021
LADENBURG THALMANN & CO. INC. (CALABASAS CA)
CA
07/02/2008 - 11/19/2012
PROGRESSIVE ASSET MANAGEMENT, INC. (WESTLAKE VILLAGE CA)
CA
04/30/1991 - 11/14/2012
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
NA
07/03/1990 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
CA
07/25/1989 - 06/05/1990
THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED (LOS ANGELES CA)
NY
07/07/1987 - 08/08/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/07/1985 - 07/10/1987
E. F. HUTTON & COMPANY INC
NA
06/01/1984 - 01/22/1985
DONALD SHELDON & CO., INC.
NA
12/21/1983 - 07/05/1984
FIRST UNITED FUND,LTD.
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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