Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mellonie? Claim Your ProfileMellonie Warren is a financial professional registered with PFS Investments Inc., a firm based in Duluth, Georgia. Mellonie is licensed to provide investment advisory services in several states including Florida, Georgia, Maryland, Michigan, Minnesota, Mississippi, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, and Texas. Mellonie has a strong foundation in investment products and services, demonstrated by her passing the Series 63, Series 6TO, Series 26, and SIE examinations. Mellonie has been registered as a representative with PFS Investments Inc. since 2021.
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
01/09/2023 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
FL
04/05/2021 - 12/31/2022
PFS INVESTMENTS INC. (WEST PALM BEACH FL)
BC
Issued 11/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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