Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Evette Leonard is a financial advisor with Fidelity Personal and Workplace Advisors. Charlotte has been in the financial services industry since 1994 and has a broad range of experience working with individuals, families, and businesses. She has been registered with Fidelity since 2004 and is currently registered with Fidelity Personal and Workplace Advisors in Texas. Charlotte holds Series 7, 9, 10, 63, and 66 licenses. Charlotte is dedicated to providing personalized financial advice to help her 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (KELLER TX)
IL
06/17/2003 - 07/27/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
RI
02/07/1995 - 02/27/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
12/15/1993 - 09/03/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1993 - 09/03/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Charlotte Leonard is the right advisor for you? Invested Better is here to help.
