Unclaimed
Melissa Burnette is a financial advisor with PFS Investments Inc., located in Beachwood, OH. Melissa has been in the industry since 2009 and holds Series 6, SIE, and 6TO licenses. Melissa is registered to conduct business in Ohio and Virginia. 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.
1
2
OH
04/30/2023 - Present
PFS Investments Inc. (BEACHWOOD OH)
OH
06/01/2009 - 09/24/2010
PFS INVESTMENTS INC. (SOUTH EUCLID OH)
BC
Issued 06/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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