Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Melo is a registered investment advisor representative with PFS Investments Inc. based in FORT MYERS, FL. Michelle has been in the industry since 2023 and has a Series 63, Series 65, Series 26 and Series 6TO licenses. Michelle has previous experience with Primerica Financial Services, BOBBIN POOLS, SELF EMPLOYED, LEE COUNTY SCHOOL DISTRICT, JACOB FLIGHT SERVICES, UNEMPLOYED, and DEAN INTERNATIONAL INC. Michelle also works as a Notary Public. PFS Investments Inc. is a firm that offers various services including financial planning, portfolio management for individuals, and other investment-related products.
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
12/06/2023 - Present
PFS Investments Inc. (FORT MYERS FL)
IA
Issued 11/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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