Dennis Melchior (CRD# 331495) is an Investment Advisor Representative working at Melchior Investments LLC in West Palm Beach, FL and has over 30 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Melchior Investments, LLC | West Palm Beach, FL | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management11MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$1,100,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
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