Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Mejia is a financial professional with PFS Investments Inc. based in BURBANK, CA. Elise specializes in providing investment advice and portfolio management services to individual investors. Elise is registered with FINRA and has passed the Series 63, Series 6TO, SIE, and Series 26 exams. Elise is registered with the following states: Arizona, California, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, and Texas.
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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CA
11/09/2023 - Present
PFS Investments Inc. (BURBANK CA)
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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