Serge Melkizian
Serge Melkizian is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pasadena, CA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
39 E. Union Street, Pasadena, CA, 91103
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Serge is the President of the Board of Directors for Cancer Support Community and an agent for Quintus Financial & Insurance Services, Inc., selling fixed UL & term life insurance and potentially fixed annuities. He also founded and owns Quintus Financial & Insurance Services, Inc. dba Quintus Investment Counsel and has a private investment in The Wooden Basket LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Commonwealth Financial NetworkBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.