Unclaimed
Leslie Ann Kirk is a registered representative with PFS Investments Inc. and has been in the securities industry since 2001. Leslie is licensed in Minnesota and has experience in providing investment advice and portfolio management. Leslie is committed to providing clients with personalized service and helping them achieve their financial goals.
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
WI
06/16/2020 - Present
PFS Investments Inc. (HUDSON WI)
GA
10/16/2001 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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