Unclaimed
Erin Kathleen Leonard is a financial advisor with Fidelity Personal And Workplace Advisors. Erin has been in the industry since 2005. Erin is registered in 31 states and has her Series 7, Series 66, and Series 65 licenses. Erin is also a Certified Financial Planner. Fidelity Personal And Workplace Advisors is a large financial services firm with over $818 billion in assets under management. The firm provides financial planning, portfolio management, and other services to individuals, families, and businesses.
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.
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.
1
2
NY
07/16/2020 - Present
Fidelity Personal AND Workplace Advisors (Albany NY)
NY
07/06/2011 - 05/28/2013
LPL FINANCIAL LLC (ALBANY NY)
SC
02/03/2010 - 05/13/2011
PURSHE KAPLAN STERLING INVESTMENTS (BLUFFTON SC)
MA
05/15/2009 - 09/18/2009
RAYMOND JAMES & ASSOCIATES, INC. (PITTSFIELD MA)
MA
02/21/2007 - 06/04/2009
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
BOTH
Issued 04/03/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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