Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Clark is a registered representative with PFS Investments Inc. based in MADISON, Wisconsin. Leah has been in the financial services industry for over 10 years. Leah specializes in portfolio management for individuals. Leah has passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Investment Adviser Law Examination (Series 65), and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Leah has a current registration with the state of Wisconsin.
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.
1
2
WI
05/15/2024 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 05/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Leah Clark is the right advisor for you? Invested Better is here to help.
