Unclaimed
Melissa McAlman is a financial professional with PFS Investments Inc., a firm with a long history of providing comprehensive financial planning and investment management services to individuals and families. Melissa is dedicated to helping clients achieve their financial goals through personalized strategies and attentive service. She holds the Series 63, Series 6TO, and SIE licenses, allowing her to offer a wide range of financial solutions, including investment products, variable contracts, and securities. Melissa is registered in Pennsylvania and is dedicated to providing her clients with the guidance and support they need to make informed financial decisions.
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
NJ
03/11/2024 - Present
PFS Investments Inc. (TOTOWA NJ)
BC
Issued 04/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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