Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah lovella? Claim Your ProfileLeah Lovella Perez is a financial advisor who has been in the industry since 2012. Leah is currently registered with PFS Investments Inc. in Visalia, CA. Previously, Leah was a registered representative for PFS Investments Inc. in Jacksonville, FL. Leah specializes in providing financial advice and investment management services to individual clients.
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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CA
03/01/2016 - Present
PFS Investments Inc. (VISALIA CA)
FL
03/19/2012 - 02/19/2016
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BC
Issued 05/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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