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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Leonhard is a financial advisor at Ameriprise Financial Services, LLC. Chris has over 20 years of experience in the financial services industry. Chris is registered to provide investment advice in 33 states. Chris works with individual investors, families, and small businesses to help them achieve their financial goals. Chris is committed to providing personalized financial advice and building long-term relationships with clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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CA
06/26/2020 - Present
Ameriprise Financial Services, LLC (Temecula CA)
CA
09/30/2010 - 01/28/2019
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
06/01/2009 - 10/06/2010
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
04/10/2001 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO BERNARDO CA)
NE
09/20/2000 - 03/30/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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