Unclaimed
Lesley Renee Cortez is an active investment advisor representative registered with PFS Investments Inc.. Lesley Cortez has been in the industry for almost 20 years and has a history with Primerica Financial Services and the Adams County Sheriff. Lesley Cortez is registered in Colorado, Florida, Minnesota, Washington and Wyoming. Lesley Cortez also holds the Series 63, 6, 65, and 26 licenses. Lesley Cortez is also registered to provide investment advice for individuals and other businesses.
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
CO
02/21/2024 - Present
PFS Investments Inc. (BRIGHTON CO)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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