Registered Representative @ (October 2017 - February 2019)
Managing Partner @ (August 2015 - Present)
Registered Representative @ Girard Securities (March 2013 - October 2017)
Financial Planner @ Cook and Associates (March 2013 - August 2015)
Vice President, Institutional Sales @ (September 2010 - August 2012)
Vice President, Institutional Sales @ (November 2008 - September 2010)
Director of Client Connectivity @ (April 2006 - November 2008)
Futures Trader-Professional Group @ (March 2003 - April 2006)
Trade Desk @ (January 1999 - January 2001)
Stock Broker @ JB Oxford & Company (January 1998 - January 1999)
Securities Principal and Proprietary Equities Trader @ Assent Trading (January 2001 - March 2003)
Matt Mellier Education
Boston University
Certificate in Financial Planning (Financial Planning and Services)
2008-2011
W. P. Carey School of Business – Arizona State University
Bachelor of Science (Accountancy)
1992-1996
Matt Mellier Skills
Equities
Securities
Investments
Trading
Electronic Trading
Financial Markets
Trading Systems
Options
Financial Services
FINRA
Fixed Income
Equity Trading
Series 7
Portfolio Management
Finance
Investment Management
Derivatives
Financial Analysis
Mutual Funds
Capital Markets
Risk Management
Asset Management
Alternative Investments
FX Options
Series 63
Bloomberg
Financial Modeling
ETFs
Bonds
Series 24
Futures Trading
Options Strategies
Market Data
CBOT
Relationship Management
Hedge Funds
Wealth Management
FX trading
Personal Financial Planning
Asset Managment
Futures
CME
Holistic Financial Planning
Services
Matt Mellier Summary
Matt Mellier, based in Los Angeles, CA, US, is currently a Registered Representative at Emerson Equity LLC, Member FINRA/SIPC. Matt Mellier brings experience from previous roles at Cetera Advisor Networks LLC, Hardworking Capital, Girard Securities and Cook and Associates. Matt Mellier holds a 2008 - 2011 Certificate in Financial Planning in Financial Planning and Services @ Boston University. With a robust skill set that includes Equities, Securities, Investments, Trading, Electronic Trading and more. Matt Mellier has 2 emails and 1 mobile phone numbers on RocketReach.
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