Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Heredia is a financial advisor with PFS Investments Inc. Leah has been in the industry since 2008. Leah holds the Series 6, Series 26 and Series 63 licenses. Leah has been registered with PFS Investments Inc. since January 25, 2016. Leah is a registered representative in California and Nevada. Leah provides financial advice to individuals.
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
NV
01/25/2016 - Present
PFS Investments Inc. (NORTH LAS VEGAS NV)
NV
01/10/2008 - 12/31/2015
PFS INVESTMENTS INC. (LAS VEGAS NV)
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leah Heredia is the right advisor for you? Invested Better is here to help.
