Unclaimed
Melissa Jordan is a financial professional with PFS Investments Inc. and is registered in 8 states. Melissa is a Series 63, Series 6TO and SIE licensed financial professional. Melissa's professional career in the financial services industry began on 2022-06-14.
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.
1
2
MD
06/15/2022 - Present
PFS Investments Inc. (WALDORF MD)
BC
Issued 10/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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