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Melissa Ann Marmolejo

PFS Investments Inc.

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About Melissa Ann Marmolejo

Melissa Ann Marmolejo is a registered representative with PFS Investments Inc. located in Hattiesburg, MS. Melissa has over 9 years of experience in the financial industry. Melissa has passed the Series 6, 7, 26, and 63 exams. Melissa has been registered with PFS Investments Inc. since 2018. Prior to joining PFS Investments Inc., Melissa was with AllianceBernstein Investments, Inc., J.P. Morgan Securities LLC, and American Funds Distributors, Inc. Melissa specializes in investment company products.

Firm Information

Melissa Marmolejo 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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Melissa Marmolejo’s Registration & Firm History

MS

05/02/2018 - Present

PFS Investments Inc. (HATTIESBURG MS)

TX

09/23/2014 - 09/26/2016

ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)

TX

05/19/2014 - 09/17/2014

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

TX

07/25/2012 - 07/01/2013

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 08/10/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/24/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann Marmolejo.
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