Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Gilmore is a financial professional registered with PFS Investments Inc. Leslie is licensed to provide investment advice and securities related services in the state of Ohio. Leslie has been in the industry since February 4, 2024. They have passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Uniform Securities Agent State Law Examination (Series 63). PFS Investments Inc. is a Registered Investment Adviser (RIA) with the SEC. The firm provides portfolio management for individuals, with a focus on high-net-worth individuals, corporations, 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
OH
02/05/2024 - Present
PFS Investments Inc. (CINCINNATI OH)
BC
Issued 08/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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