Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Leigh is a financial advisor with PFS Investments Inc., a firm that provides investment advisory services to individuals, high-net-worth individuals, and corporations. Regina has been in the industry since 2007 and holds licenses in multiple states, including Virginia, Florida, New York, and Texas. Regina's experience includes working with BI Investments, LLC and Goldk Investment Services, Inc. She has a strong background in financial planning, investment management, and client service. Regina is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
VA
04/26/2023 - Present
PFS Investments Inc. (Williamsburg VA)
VA
12/06/2004 - 11/15/2006
BI INVESTMENTS, LLC (WILLIAMSBURG VA)
MA
05/12/1994 - 11/21/2001
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/01/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1994
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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