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Melanie Buervenich

PFS Investments Inc.

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About Melanie Buervenich

Melanie Buervenich is a registered representative with PFS Investments Inc. in Bountiful, Utah. Melanie has been in the industry since 2007. Melanie has a Series 6 license, which allows her to sell mutual funds and variable annuities. Melanie also has her Series 63 license, which allows her to sell securities in Utah. Melanie has a strong background in financial services and is dedicated to helping clients reach their financial goals.

Firm Information

Melanie Buervenich 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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Melanie Buervenich’s Registration & Firm History

UT

04/30/2007 - Present

PFS Investments Inc. (BOUNTIFUL UT)

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Licenses & Designations

BC

Issued 06/08/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Buervenich.
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