Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Mitchell is a financial advisor with PFS Investments Inc. based in Troy, Michigan. Leo has been in the financial industry for 9 years and holds Series 6, SIE and Series 63 licenses. Leo is registered with the state of Florida, Michigan and Ohio. Leo specializes in providing financial advice to individuals, businesses, charitable organizations and high-net-worth 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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MI
10/21/2014 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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