Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malissa? Claim Your ProfileMalissa Boles is a financial professional with PFS Investments Inc. based in Lawrenceville, GA. Malissa has been in the financial industry since November 2015 and is registered with FINRA. Malissa has a Series 6, Series 63, and SIE licenses. Malissa has a strong background in securities and variable contracts and is dedicated to providing high-quality financial advice to clients.
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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GA
11/09/2015 - Present
PFS Investments Inc. (LAWRENCEVILLE GA)
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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