- Phone
- 713-622-4...
- Send email
- Web
- Visit website
- Country
- United StatesUnited States
- Address
-
3200 Southwest Freeway
Phoenix Tower Ste. 1430
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United States Near Houston
Company Description
Mel has more than 40 years of experience in the financial services industry. He has earned the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and MSFS (Master of Science Financial Services) designations. Accredited Estate Planner (AEP) Mel is a registered representative offering investments and advisory services through Lincoln Financial Securities and has successfully completed the FINRA sponsored series 7 and 65 securities examinations. Mel works closely with clients to understand their objectives. Then, he develops and upon agreement from the clients, implements strategies to assist them in pursuing their goals. He emphasizes wealth accumulation, distribution and preservation.
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