Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Frederick Leveque is a registered investment advisor representative with PFS Investments Inc. Jeffrey has been working in the financial industry since 1995 and has a Series 63 and Series 65 license. Jeffrey's firm, PFS Investments Inc. is based in Duluth, Georgia and has over 59,800 client accounts with approximately $8.5 billion in regulatory assets under management. PFS Investments Inc. provides investment advisory services including portfolio management for individuals and financial planning.
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
WA
09/09/2015 - Present
PFS Investments Inc. (AUBURN WA)
IA
Issued 08/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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