Unclaimed
Leslie Daniels-echols is a financial advisor registered with PFS Investments Inc. Leslie has been a financial professional since 1996, and is licensed to provide investment advice in the state of Michigan. Leslie holds Series 6 and Series 63 securities licenses.
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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MI
01/09/2012 - Present
PFS Investments Inc. (TROY MI)
MI
11/30/2006 - 12/31/2011
PFS INVESTMENTS INC. (FARMINGTON HILLS MI)
GA
11/10/1995 - 02/02/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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