Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenny? Claim Your ProfileLenny Leon is a financial professional with PFS Investments Inc. Lenny holds a Series 6TO and Series 26 license, and has been working in the financial industry since December 2022. Lenny is based in Duluth, GA. Lenny specializes in 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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GA
12/17/2022 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 05/26/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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