Unclaimed
Leon Charles Peterson is a financial advisor with over 20 years of experience in the industry. He is currently registered with PFS Investments Inc. in Dallas, TX, and has previously been registered with the firm in Duluth, GA. Leon specializes in investment company products and variable contracts. He is also licensed in California, Louisiana, and Texas.
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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TX
07/13/2005 - Present
PFS Investments Inc. (DALLAS TX)
GA
04/24/1998 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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