Unclaimed
Alex Trezenski Cleveland is a registered representative of PFS Investments Inc. Alex is registered with the state of Louisiana, and holds the following licenses: Series 6, Series 26 and Series 63. Alex has been in the financial services industry since 1995. Alex has been with PFS Investments Inc. since 1994. Alex's office is located at 1304 BERTRAND DRIVE, STE C-3, LAFAYETTE, LA 70506. Alex has no prior employment history listed on their BrokerCheck report. Alex specializes in the sale of investment-related products, insurance and mortgage products. Alex is also a member of eBay since 2006 selling old clothes from the home/ hobby/ buy products from the site and is the owner of Cleveland & Associates, LLC Investment.
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
LA
11/22/2011 - Present
PFS Investments Inc. (LAFAYETTE LA)
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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