Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Morrill is a financial professional with experience in the financial industry. Melissa is a Registered Representative and Investment Advisor Representative and is currently registered with PFS Investments Inc. Melissa has held this position since December 2014. Melissa holds the Series 6, Series 26, and Series 63 licenses. Melissa is also licensed in Florida, New York, North Carolina, and South Carolina. Melissa specializes in portfolio management for 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.
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2
NY
12/08/2014 - Present
PFS Investments Inc. (NEWBURGH NY)
BC
Issued 01/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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