Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Lo is a financial professional with over 7 years of experience in the industry. Melanie currently works with PFS Investments Inc., a firm with over 8 billion dollars in assets under management. Previously, Melanie worked for J.P. Morgan Securities LLC in Pinecrest, FL. Melanie is registered in the state of Florida and holds the Series 6 and SIE licenses.
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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2
FL
01/14/2022 - Present
PFS Investments Inc. (MIAMI FL)
FL
01/28/2020 - 12/31/2021
PFS INVESTMENTS INC. (MIAMI FL)
FL
03/08/2019 - 12/31/2019
PFS INVESTMENTS INC. (MIAMI LAKES FL)
FL
05/03/2013 - 04/19/2017
J.P. MORGAN SECURITIES LLC (PINECREST, FL)
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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