Serge MelkizianCRD Number: 4455152
Current Firm: Raymond James Financial Services Advisors, Inc.
Serge Melkizian (CRD# 4455152) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pasadena, CA and has over 14 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Raymond James Financial Services Advisors Inc.||Pasadena, CA||Jul 2013 - Current||3|
|Raymond James Financial Services, Inc.||Pasadena, CA||Jul 2013 - Current||3|
|Quintus Financial & Insurance Services, Inc.||Pasadena, CA||Oct 2005 - Current||11|
|Tower Square Securities, Inc.||Hartford, CT||Dec 2001 - Jul 2013||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV