Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Delouie Wells Jr. is a financial advisor with PFS Investments Inc. Leo has been in the industry since May 2005 and is registered in Florida as both a broker-dealer and an investment advisor. Leo has a strong background in investment company products and variable contracts. In addition to working with individual clients, Leo also provides financial planning and advisory services to corporations and charitable organizations. Leo's firm is based in Duluth, Georgia, and has offices in Ocala and Greenacres, Florida.
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
FL
04/30/2012 - Present
PFS Investments Inc. (OCALA FL)
IA
Issued 03/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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