Argenis Biscardi Melendez (CRD# 7213202) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 3 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 2238419
Lpl Financial LLC
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Jersey City, NJ | Nov 2022 - Current | 1 |
| Financially Arise Wealth Strategies & Insurance Solutions, LLC | Concord, CA | Aug 2022 - Current | 1 |
| Nylife Securities LLC | San Jose, CA | May 2020 - Nov 2022 | 2 |
| New York Life Insurance Company | San Jose, CA | Jan 2020 - Nov 2022 | 2 |
| Family First Life | Uncasville, CT | Feb 2019 - Dec 2019 | < 1 |
| Golden Gate Power | San Francisco, CA | Jun 2018 - Feb 2019 | < 1 |
| Unemployed | San Mateo, CA | Oct 2017 - Jun 2018 | < 1 |
| Unemployed | Miami, FL | Dec 2016 - Oct 2017 | < 1 |
| Agroservicios Byb, Ca | Portuguesa, | Mar 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- CA
- TX
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.