Unclaimed
Todd Melando is an active advisor who has been in the industry since 2003. He is currently registered with Equitable Advisors, LLC in New York, NY. Previously, Todd Melando has worked for several firms including UBS Financial Services Inc., AXA Advisors, LLC, MML Investors Services, Inc., Susquehanna Financial Group, LLLP, Ameritrade, Inc., ICapital Markets LLC, and Datek Online Financial Services LLC.
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.
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2
NY
07/01/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
11/21/2014 - 06/10/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/08/2007 - 03/15/2013
AXA ADVISORS, LLC (NEW YORK NY)
CO
10/17/2006 - 07/25/2007
MML INVESTORS SERVICES, INC. (DENVER CO)
NY
01/06/2005 - 08/02/2006
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
NE
08/26/2003 - 05/05/2004
AMERITRADE, INC. (OMAHA NE)
NE
10/22/2002 - 08/18/2003
ICAPITAL MARKETS LLC (OMAHA NE)
NJ
06/30/2001 - 10/14/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
04/26/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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