Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Leonard is a financial advisor at Charles Schwab & Co., Inc. in Brookfield, Wisconsin. Eric has been working in the financial services industry since February 2014. Eric has Series 7TO, SIE, and Series 66 licenses. Eric is registered with the state of Wisconsin. Eric has been with Charles Schwab since March 2024 and previously worked at Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WI
07/22/2024 - Present
Charles Schwab & CO., Inc. (Brookfield WI)
BOTH
Issued 07/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Eric Leonard is the right advisor for you? Invested Better is here to help.
