Melveen Mun Yan Stevenson

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Pfs Investments Inc.
  St Robert, MO
• 08/2021 → Present
  Primerica Financial Services
  St Robert, MO
• 10/2021 → 10/2024
  Rolla Health And Rehabilitation (Srz Management/Reach Ltc)
  Rolla, MO
• 12/2020 → 08/2021
  Wayfair, Inc.
  Boston, MA
• 01/2023 → 05/2023
  California State University Dominguez Hills
  Carson, CA
• 08/2020 → 10/2020
  U.S. Census Bureau
  Los Angeles, CA
• 03/2017 → 09/2021
  Freelance, Consulting
  San Pedro, CA
• 07/2012 → 02/2017
  Land O'LAkes, Inc.
  Tulare, CA
• 08/2024 → Present
  California State University Dominguez Hills
  Carson, CA

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Independent Consultant Of Tupperware, 24124 County Road 6050 #21, Rolla, MO, 65401, Spends 2 Hours Per Month (0 During Securities Trading Hours). Freelance Consulting, 24125 County Road 6050 #21, Rolla, MO, 65401, Spends 3 Hours Per Month (2 During Securities Trading Hours). Independent Freelancer - Human Resources, Not investment related, Salem, MO 65560, HR Consultant/Trainer (1099), 10/2024 to Present, 8 hours committed per month (3 hours during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-19
• S63 Uniform Securities Agent State Law Examination
  2022-02-21

Other Names

• Melveen Mun Yan Chong