Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard John Lanetti is a financial advisor with PFS Investments Inc. Leonard has been in the financial services industry since August 29, 2019 and has a Series 63, Series 65, Series 6TO and SIE license. Leonard is registered to provide investment advisory services in Pennsylvania. Leonard is also registered to provide securities services in California, Delaware, District of Columbia, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
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
11/14/2023 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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