Unclaimed
Leonel Rodriguez is a financial advisor who has been in the industry since 2016. Leonel is currently registered with PFS Investments Inc. in Texas. Leonel is a Series 6, SIE and 6TO licensed advisor. Leonel has previously worked at PFS Investments Inc. in Georgia.
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.
1
2
TX
01/31/2023 - Present
PFS Investments Inc. (PEARLAND TX)
GA
04/28/1997 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/18/1993 - 02/09/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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