Unclaimed
Adelaida Melendez sastre is a registered representative with PFS Investments Inc. and has been in the industry since 2017. Adelaida is registered in Puerto Rico and specializes in Investment Company Products/Variable Contracts. Adelaida has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Adelaida's primary office is located in SAN JUAN, PR. Adelaida focuses on providing financial advice to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
PR
12/04/2017 - Present
PFS Investments Inc. (SAN JUAN PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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