Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah-may? Claim Your ProfileLeah-may Oktavec is a financial professional with over 18 years of experience in the industry. Leah-may is registered with PFS Investments Inc. and holds Series 6, 26, and 63 licenses, along with the SIE. Leah-may is active in California and Ohio and specializes in portfolio management for 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.
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CA
09/28/2005 - Present
PFS Investments Inc. (SACRAMENTO CA)
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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