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Lea Bortone

Pacific Select Distributors, LLC

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About Lea Bortone

Lea Bortone is a registered representative with Pacific Select Distributors, LLC. Lea is licensed to sell investment company products and variable contracts and has successfully passed the Securities Industry Essentials Examination. Lea has been in the industry since January 2022.

Firm Information

Lea Bortone is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lea Bortone’s Registration & Firm History

CA

01/18/2022 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 01/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lea Bortone.
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