Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lourdes Maldonado is a registered representative and investment advisor representative associated with PFS Investments Inc., a leading investment advisory firm. Melissa is committed to providing personalized financial advice and investment management services to individuals and families. Melissa specializes in investment management and holds various industry licenses and certifications, including the Series 63, Series 6TO, and Series 26 exams. Melissa is committed to providing comprehensive financial planning and investment management services to her clients.
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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CA
05/08/2023 - Present
PFS Investments Inc. (CARLSBAD CA)
BC
Issued 06/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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