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Claudia Patricia Melendez deza

PFS Investments Inc.

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About Claudia Patricia Melendez deza

Claudia Melendez deza is a financial advisor at PFS Investments Inc. with over 5 years of experience in the industry. Claudia holds the Series 6 and Securities Industry Essentials (SIE) licenses and is registered with the states of Maryland, Florida, and the District of Columbia. Claudia specializes in providing investment advice to individuals.

Firm Information

Claudia Melendez deza is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Claudia Melendez deza’s Registration & Firm History

MD

11/15/2018 - Present

PFS Investments Inc. (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 11/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Patricia Melendez deza.
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