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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leilani? Claim Your ProfileLeilani Harwood is a financial advisor with Blue Sky Capital Consultants Group, Inc. Leilani has been in the financial industry for over 10 years, working with clients in California. Leilani Harwood has experience in various financial services, including financial planning, portfolio management, and pension consulting. Leilani holds the Series 7, 6, 63, and 65 licenses as well as the SIE. Leilani has been a Certified Financial Planner since 2018. Leilani is committed to helping clients achieve their financial goals, providing personalized advice and strategies to meet their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Pension consulting fee
1
2
CA
09/30/2024 - Present
Blue SKY Capital Consultants Group, Inc. (POWAY CA)
CA
07/26/2019 - 10/06/2020
FORTUNE FINANCIAL SERVICES, INC. (SOLANA BEACH CA)
CA
01/04/2013 - 05/28/2019
INDEPENDENT FINANCIAL GROUP, LLC (San Juan Capistrano CA)
CA
06/22/2010 - 12/31/2011
PFS INVESTMENTS INC. (SAN DIEGO CA)
CA
03/25/2009 - 12/31/2009
PFS INVESTMENTS INC. (SAN DIEGO CA)
IA
Issued 04/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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