Unclaimed
Melanie Dawne is a registered representative with PFS Investments Inc., with over 10 years of experience in the financial services industry. Melanie holds the Series 6, Series 63 and SIE licenses, which allows her to provide a wide range of investment products and services. She is currently registered in Alabama. Melanie has previously held positions at PFS Investments Inc. in Indianapolis, IN. Melanie's primary focus is providing investment advisory services to individuals.
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
IN
01/23/2020 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
IN
01/11/2019 - 01/13/2020
PFS INVESTMENTS INC. (INDIANAPOLIS IN)
IN
05/21/2007 - 02/27/2014
PFS INVESTMENTS INC. (INDIANAPOLIS IN)
BC
Issued 11/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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