Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Marie Cleavland is a financial advisor registered with LPL Financial LLC. April has been in the financial services industry since 2006 and holds a variety of licenses and certifications. April has experience working with a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
11/08/2017 - Present
LPL Financial LLC (FORT MILL SC)
WI
09/08/2015 - 10/27/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
10/01/2014 - 09/08/2015
ASSOCIATED INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
07/03/2012 - 09/26/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
04/26/2006 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BOTH
Issued 06/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/19/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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