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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, located in Lubbock, Texas. Donald has been in the financial services industry since 2005 and has a broad range of experience. Donald is registered as a registered representative and an investment advisor representative and holds Series 6, 7, 63, and 65 licenses. Donald's expertise includes investment management, financial planning, and insurance. Donald has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Previously, Donald worked at VOYA FINANCIAL ADVISORS, INC. and JEFFERSON PILOT SECURITIES CORPORATION. Donald is committed to providing clients with personalized financial advice and guidance.
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 3/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2013
Series 7 - General Securities Representative Examination
BC
Issued 6/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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