Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Chai-shan Wong is a financial advisor with PFS Investments Inc. Leeann is a registered representative with the firm and has been in the industry since 2003. Leeann has a Series 6, 26, and 63 license and holds a SIE designation. Leeann specializes in financial planning and 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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NC
02/04/2022 - Present
PFS Investments Inc. (CORNELIUS NC)
NC
07/23/2008 - 12/31/2021
PFS INVESTMENTS INC. (CORNELIUS NC)
GA
04/05/2005 - 05/20/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/09/2002 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/09/2002
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 05/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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