Paul Melnick
CEO and Wealth Advisor at Juno Financial Group
- Role
- CEO at Juno Financial Group
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Paul Melnick
An established leader in the financial services industry with 30 years of experience in wealth management, retirement planning, and as an investment advisor, providing ERISA 3(21) and/or 3(38) fiduciary services. Series 7 - General Securities Representative ExaminationSeries 6 - Investment Company Products/Variable Contracts Representative ExaminationSeries 63 - Uniform Securities Agent State Law ExaminationSeries 65 - Uniform Investment Adviser Law Examination
Experience
CEO
Nov 2018 — Present · Richmond, VA, US
I am committed to building lasting relationships with clients and strive to be seen not just as a trusted financial advisor, but as someone who truly cares about the successes and challenges each client faces throughout their life. By first seeking to understand the specific needs and goals of my clients, I’m able to create customized plans to fit the unique circumstances of each individual.
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