Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lon? Claim Your ProfileLon Richard Ledvina has been in the financial services industry since 1990. Lon is currently registered with PFS Investments Inc. and is active in Washington. Lon has also worked for FIRST AMERICAN NATIONAL SECURITIES, INC. in the past. Lon's areas of specialization are Variable Annuities and Variable Life Insurance. Lon is also registered with the following states: Alaska, Michigan, New Mexico, and Washington.
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
WA
06/28/2017 - Present
PFS Investments Inc. (UNIVERSITY PLACE WA)
GA
08/03/1988 - 09/06/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lon Ledvina is the right advisor for you? Invested Better is here to help.
