Unclaimed
Leilani Victoria Bicoy-lalim is a registered representative with PFS Investments Inc. based in AIEA, HI. Leilani has been in the industry for more than 3 years and is currently active in Hawaii. Leilani holds licenses for Series 6TO, SIE and Series 63. Leilani specializes in 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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HI
07/25/2022 - Present
PFS Investments Inc. (AIEA HI)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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