Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melba? Claim Your ProfileMelba Williams Roark is a financial advisor who has been active in the industry since January 1988. Melba is currently registered with PFS Investments Inc. and has been with the firm since January 1988. Melba's experience includes portfolio management for individuals and provides advisory services through PFS Investments Inc. Melba has passed the Series 6, Series 26 and Series 63 examinations. Melba is currently registered in 11 states.
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
01/28/1988 - Present
PFS Investments Inc. (LARGO FL)
BC
Issued 01/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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