Unclaimed
Mery Leon-garcia is a financial professional registered with PFS Investments Inc.. Mery is licensed to provide investment advice and securities trading services in New York and New Jersey. Mery has been in the financial industry for over a year, having started their career in September 2022. Mery has passed the Series 63, SIE, and Series 6TO exams. Mery's specializations include providing financial advice to individuals.
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
NY
09/22/2023 - Present
PFS Investments Inc. (REGO PARK NY)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mery Leon-garcia is the right advisor for you? Invested Better is here to help.