Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Leonardo Fernandez is a financial professional registered with the state of California and is currently affiliated with PFS Investments Inc., a registered investment advisor. Luis has a series 63, 6TO, and SIE license. Luis has been active in the financial industry since June 9, 2024.
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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CA
06/10/2024 - Present
PFS Investments Inc. (SANTA CLARITA CA)
BC
Issued 06/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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