Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanna? Claim Your ProfileLeanna Gorney is a financial professional who has been in the industry since 2005. She has been registered with PFS Investments Inc. in FORT MYERS, FL since 2005. Leanna is a Series 6, 26 and 63 licensed professional and holds the SIE designation. Leanna is licensed to provide financial services in Indiana, Michigan and Ohio. Leanna's main focus is on providing portfolio management services 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.
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2
FL
04/25/2005 - Present
PFS Investments Inc. (FORT MYERS FL)
BC
Issued 04/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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