Unclaimed
Melissa Barker is a financial advisor at PFS Investments Inc. with over 6 years of experience in the industry. Melissa is registered with the state of California as a Registered Representative and Investment Advisor Representative. Melissa has earned the Series 6, Series 63, Series 65 and Series 26 licenses. Melissa has passed the Securities Industry Essentials Examination. Melissa is a passionate and dedicated financial professional who is committed to providing her clients with the highest level of service. Melissa is licensed to sell investment-related products for companies affiliated with PFS Investments Inc. Melissa is also licensed to sell loan products for Primerica Mortgage, LLC and home security and automation products for Primerica Client Services, Inc. Melissa owns a television/film production company called 2SOL Productions, LLC.
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
01/06/2025 - Present
PFS Investments Inc. (ORLANDO FL)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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