Melvyn Varrelman is a registered investment advisor, based in St Helena, CA, with 40 years of industry experience.
Location
1417 Railroad Ave, St Helena, CA, 94574
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Melvyn owns Mel Varrelman Financial Services, offering CPA, enrolled agent, tax preparation, and accounting services since 1981. This takes nearly full-time, with some time dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Cooper Mcmanus
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Level Four Advisory Services
January 2006 - November 2007 · 1 yr 10 mos
Securities America Advisors, INC.
December 2004 - December 2005 · 1 yr
Securities America, INC.Broker
November 2004 - March 2020 · 15 yrs 4 mos
H.D. Vest Advisory Services, INC
October 1993 - December 2004 · 11 yrs 2 mos
H.D. Vest Investment ServicesBroker
September 1987 - November 2004 · 17 yrs 2 mos
Central Securities, INC.Broker
October 1986 - September 1987 · 11 mos
North America Securities CorporationBroker
May 1986 - May 1986 · 0 mos
O. R. Securities, INC.Broker
October 1985 - May 1986 · 7 mos
Wzw Financial Services, INC.Broker
December 1984 - October 1985 · 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.