Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmond? Claim Your ProfileEdmond Leeney is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Lisle, IL. Edmond has been in the financial industry since 1985 and has been with Wells Fargo Advisors since 2010. Edmond is a licensed investment advisor representative in Illinois and Texas.
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.
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.
Investment consulting services to institutional clients
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
IL
11/16/2016 - Present
Wells Fargo Advisors Financial Network, LLC (LISLE IL)
IL
06/01/2009 - 11/29/2010
MORGAN STANLEY SMITH BARNEY (LISLE IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LISLE IL)
IL
07/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LISLE IL)
NY
07/31/1993 - 07/21/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/19/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IL
03/14/1991 - 04/09/1991
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
NA
03/26/1987 - 12/11/1990
IFR SECURITIES, INC.
NA
08/23/1985 - 03/14/1987
MONY SECURITIES CORP.
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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