Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Keith Leonard is a financial advisor with Cetera Investment Advisers LLC in Lubbock, TX. Donald has been working in the financial services industry for over 17 years and has extensive experience in providing financial planning, portfolio management, and insurance services to individuals and businesses. Donald is a registered representative of Cetera Advisor Networks LLC and is also registered as an investment advisor representative in Texas. He holds the Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE).
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.
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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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (LUBBOCK TX)
TX
01/17/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LUBBOCK TX)
TX
06/21/2005 - 01/17/2007
JEFFERSON PILOT SECURITIES CORPORATION (LUBBOCK TX)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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