Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Guillermo Puente is a registered representative with PFS Investments Inc., a company that offers investment advisory services to individuals, corporations, and charitable organizations. Leonard has been in the financial services industry since August 18, 2002, and has held various positions within the firm. Leonard is a licensed Series 6, 26, and 63 registered representative, and holds a Securities Industry Essentials (SIE) license. Leonard is dedicated to providing personalized financial advice to help clients achieve their financial goals. Leonard is registered with the state of Arkansas, California, Illinois, 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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2
CA
08/19/2002 - Present
PFS Investments Inc. (FRESNO CA)
BC
Issued 09/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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