Cheyzel J. De Leon

INVESTMENT MANAGEMENT SOLUTIONS

Tarzana, CA 91356

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CRD#: 7898504

Professional summary

Cheyzel Jane De Leon is a registered financial advisor currently at INVESTMENT MANAGEMENT SOLUTIONS, INC. located in Tarzana, California.

Cheyzel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cheyzel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheyzel Jane De Leon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2024 - Present

INVESTMENT MANAGEMENT SOLUTIONS, INC.

Office #1: 18321 Ventura Blvd Suite 840, Tarzana, CA 91356

RIA

CRD#: 330363

Tarzana, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/17/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2024

Uniform Investment Adviser Law Examination

Current Firm

INVESTMENT MANAGEMENT SOLUTIONS, INC.

INVESTMENT MANAGEMENT SOLUTIONS | INVESTMENT MANAGEMENT SOLUTIONS, INC. | INVESTMENT MANAGEMENT SOLUTIONS, INC

CRD#: 330363 / SEC#:

California

Registered Investment Advisory firm - (5/17/2024 Approved)

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Contact information

Main Address

18321 Ventura Blvd Suite 840, Tarzana, CA 91356

Mailing Address

Phone number

(818) 345-5900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 9,578

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Cheyzel J. De Leon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheyzel Jane De Leon's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT MANAGEMENT SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2024

Current Firm

INVESTMENT MANAGEMENT SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTMENT MANAGEMENT SOLUTIONS, INC.

TRUST BUT VERIFY

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