Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Mendel is a financial advisor who has been in the industry since 2002. Roberta is registered with the state of Idaho and Arizona. Roberta has a Series 6, Series 26, and Series 63 license. Roberta is currently employed by PFS Investments Inc. Roberta has previously worked for PFS INVESTMENTS INC. Roberta's area of expertise is in investment company products/variable contracts. Roberta specializes in providing financial advice to individuals.
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
ID
01/19/2010 - Present
PFS Investments Inc. (MERIDIAN ID)
ID
06/27/2002 - 12/31/2009
PFS INVESTMENTS INC. (MERIDIAN ID)
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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