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Cheyzel Jane De Leon

Investment Management Solutions, Inc.

Tarzana, CA

CRD 7898504

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Employer firm

Investment Management Solutions, Inc. CRD 330363

$13.8K regulatory AUM

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Investment Management Solutions, Inc.

18321 Ventura Blvd Suite 840, Tarzana, CA 91356 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-17
  • CA RA
    APPROVED
    Since 2024-05-17

Branch Locations

18321 Ventura Blvd Suite 840, Tarzana, CA 91356 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time Education Baliuag 06/2012 06/2018
Edc, Cpa Audit & Assurance Co Baliuag 07/2018 12/2019
Self Employed Baliuag 01/2020 05/2023
Unemployed Northridge CA 07/2023 08/2023
Investment Management Solutions, Inc. Tarzana CA 10/2023 Present
Investment Management Solutions, Inc. Tarzana CA 05/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26

View on SEC IAPD

Nearby Firms

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LPL FINANCIAL LLC
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Nearby Investors

MARIYA ABOU ABSI
Armine Alvandi
Garrett Tognozzi

Nearby Offices

J.P. MORGAN SECURITIES LLC · TARZANA, CA
LPL FINANCIAL LLC · TARZANA, CA
WELLS FARGO CLEARING SERVICES, LLC · TARZANA, CA

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