Unclaimed
Melissa Melendez is a financial professional with PFS Investments Inc. Melissa is a registered representative with the firm and holds the Series 6, Series 26 and Series 63 licenses. Melissa has been in the industry since 2012, with the majority of her experience at PFS Investments Inc. Melissa has 2 approved state registrations: Illinois and Indiana. Melissa specializes in the investment company products/variable contracts space. PFS Investments Inc. is a registered investment advisor that offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations and individuals other than high-net-worth 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
IN
03/29/2012 - Present
PFS Investments Inc. (MUNSTER IN)
BC
Issued 04/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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