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Melva Caridad Casanova

PFS Investments Inc.

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About Melva Caridad Casanova

Melva Casanova is a registered representative with PFS Investments Inc. Casanova is a licensed securities professional with over 24 years of experience in the financial services industry. She is dedicated to providing clients with personalized financial advice and investment guidance. Casanova's expertise spans a range of financial products and services, including investment company products and variable contracts. She is committed to helping her clients achieve their financial goals, whether they are saving for retirement, planning for college, or managing their investments. Casanova is a Registered Representative of PFS Investments Inc.

Firm Information

Melva Casanova 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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Melva Casanova’s Registration & Firm History

NY

10/14/1998 - Present

PFS Investments Inc. (ELMSFORD NY)

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Licenses & Designations

BC

Issued 06/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melva Caridad Casanova.
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