Joy Melton, financial advisor Clearwater FL
81 score

Joy Melton

CRD Number: 4561690
Current Firm: Northwestern Mutual Investment Services,llc

Joy Melton (CRD# 4561690) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Clearwater, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, Lc Clearwater, FL Oct 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2011 - Current 5
Northwestern Mutual Investment Services, LLC Clearwater, FL Jan 2013 - Mar 2016 3
Thirty-one Consulting Palm Harbor, FL Oct 2010 - Sep 2011 < 1
Palm Capital Consulting Palm Harbor, FL May 2011 - Aug 2011 < 1
Midtown Partners & Company, LLC Tampa, FL Jun 2005 - Apr 2011 5
Certified Diabetic Services, Inc. Fort Myers, FL Jan 2007 - May 2010 3
Apogee Financial Investments, Inc. Tampa, FL Aug 2007 - Sep 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Sep 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joy M. Melton
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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