Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Valdez is a financial advisor with PFS Investments Inc. located in TURLOCK, CA. Melissa is registered with FINRA and has a Series 63, Series 6TO and SIE license. Melissa focuses on advising individuals on their investment portfolio management.
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
03/04/2022 - Present
PFS Investments Inc. (TURLOCK CA)
BC
Issued 04/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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