Unclaimed
Leland Dohmann is a financial advisor who is registered with the state of Louisiana. Leland has been in the financial services industry since July 8, 1987. Leland is a registered representative of PFS Investments Inc. and is licensed to provide investment advice and sell investment products. Leland Dohmann also has a license to sell life insurance and variable annuities. Leland has a strong track record of providing financial advice and helping clients achieve their financial goals. PFS Investments Inc. has a history of providing financial advice to a wide range of clients, including individuals, families, and businesses. The firm provides a variety of financial services, including investment management, financial planning, and insurance.
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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LA
11/28/2011 - Present
PFS Investments Inc. (LAFAYETTE LA)
BC
Issued 06/09/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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