Unclaimed
Michael Edwin Leonard is an active financial professional with over 20 years of experience in the industry. Michael has held a Series 6 license since 2001 and a Series 63 since 2002. Michael currently holds a Series SIE license. Michael is registered to provide investment advice in Colorado, Florida, North Carolina, Texas, and Virginia. Michael is affiliated with PFS Investments Inc. where they specialize in providing portfolio management for 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
VA
12/19/2001 - Present
PFS Investments Inc. (MIDLOTHIAN VA)
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Leonard is the right advisor for you? Invested Better is here to help.