Unclaimed
Melissa Rivera is a financial professional with over 20 years of experience in the industry. Melissa has worked with PFS Investments Inc. since 2003, first in Duluth, Georgia, and then in Largo, Florida. Currently, Melissa is registered with FINRA as a registered representative and has a Series 6, Series 63, and SIE license. Melissa is a specialist in investment company products/variable contracts.
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
FL
01/01/2010 - Present
PFS Investments Inc. (LARGO FL)
GA
12/10/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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