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Melissa Melendez

PFS Investments Inc.

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About Melissa Melendez

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.

Firm Information

Melissa Melendez is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Melendez’s Registration & Firm History

IN

03/29/2012 - Present

PFS Investments Inc. (MUNSTER IN)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Melendez.
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