Unclaimed
Michael Deleon is a financial advisor registered with PFS Investments Inc. Michael has been working in the financial services industry for over a decade, having started in January 2011. Michael has a Series 6, Series 26, and Series 63 license, and is registered in Arizona, Florida, and Texas. Michael specializes in providing investment advice to individuals. PFS Investments Inc. is a large firm with a national presence, managing over $8.4 billion in assets.
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
AZ
01/19/2011 - Present
PFS Investments Inc. (CHANDLER AZ)
BC
Issued 01/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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