Best Investors Account Sign in

Sandra Marcela Melges

Raymond James & Associates, Inc.

Battle Creek, MI

CRD 5463742

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2012-06-05
  • MI RA
    APPROVED
    Since 2012-06-05

Branch Locations

3200 Capital Ave Sw Suite B, Battle Creek, MI 49015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Battle Creek MI 05/2012 Present
  • 05/2012 → Present
    Raymond James & Associates
    Battle Creek, MI
Previous Registrations
  • 2008-03-28 → 2012-06-21
    J.J.B. Hilliard, W.L. Lyons, Llc
    Portage, MI
    Battle Creek, MI
Other Businesses

(1)Name of Business: Melges Enterprises LLC Address: 12322 H Drive N, Battle Creek, MI, 49014, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: An LLC to hold a piece of property that a portion will be rented out. (2)Name of Business: Melges Family Farm LLC Address: 12322 H Dr N, Battle Creek, MI, 49014, United States Activity Type: Agriculture/Farming Position/Title: Officer - CEO Investment Related: No Start Date: 12/10/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the property where we live. We will have animals and crops. I will help with the maintenance and pay the bills. Most of the farming activities will be leased out.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-27
  • S66 Uniform Combined State Law Examination
    2008-03-27
Other Names
  • Sandra Marcela Ramirez

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Battle Creek, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor