Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Busch Morgan is a financial advisor with PFS Investments Inc. Melanie has been in the securities industry since 2002 and has been with PFS Investments Inc. since 2006. Melanie is licensed to sell securities in Colorado and Texas and provides investment advice in Texas. Melanie holds Series 6, 63, 26 and 65 licenses and has passed the Securities Industry Essentials (SIE) exam.
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.
1
2
TX
10/22/2013 - Present
PFS Investments Inc. (SAN ANTONIO TX)
IA
Issued 08/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melanie Morgan is the right advisor for you? Invested Better is here to help.
