Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leena? Claim Your ProfileLeena Edgar is a financial professional licensed in Florida and Indiana. Leena has a Series 63, Series 6TO, and SIE licenses and is registered with PFS Investments Inc. Leena has been in the financial industry since March 2024, focusing on providing 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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2
IA
03/13/2024 - Present
PFS Investments Inc. (URBANDALE IA)
BC
Issued 03/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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