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MA

Michele Ann Fortney-Leach

Investment Adviser Representative at THE AMERIFLEX GROUP

Westlake Village, CACRD #2140952Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michele Ann Fortney-leach has worked in the securities industry since 1991. They have passed the Series 63, 31, 24, and 7 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/9/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 5/4/2004
Series 7
General Securities Representative Examination
Passed 7/5/1991
Series 24
General Securities Principal Examination
Passed 6/29/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

THE Ameriflex Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE AMERIFLEX GROUPCurrent
5/21/2020Westlake Village, CA
SAGEPOINT FINANCIAL, INC.
11/2/201512/17/2020Westlake Village, CA
LPL FINANCIAL LLC
7/8/199711/12/2015Westlake Village, CA
SUMMIT FINANCIAL CONSULTANTS, INC.
9/3/20023/10/2015Westlake Village, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michele Ann Fortney-Leach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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