Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candy? Claim Your ProfileCandy Leonard is a Registered Representative and Investment Adviser Representative with PFS Investments Inc. Candy is licensed in New Mexico and Texas, and specializes in investment advisory services. Candy has been working in the securities industry since March 2023. In addition to her role at PFS Investments Inc., Candy also owns Future Pocket Change LLC, a legal entity formed solely for Primerica Business Purposes.
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
NM
07/31/2023 - Present
PFS Investments Inc. (ALBUQUERQUE NM)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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