Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Leonard is a financial advisor with Janney Montgomery Scott LLC, a company that manages over $85 billion in assets. Frederick has been in the industry since 2014, and holds Series 66, Series 7 and SIE licenses. Frederick is registered in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Washington. Frederick also serves as a Board Member of Mystic River Homes. Frederick's current clients are individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Frederick Leonard and Janney Montgomery Scott LLC are committed to providing clients with personalized financial planning and investment management services. Frederick is also able to provide clients with pension consulting, educational seminars, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
03/01/2019 - Present
Janney Montgomery Scott LLC (Mystic CT)
CT
08/12/2014 - 03/06/2019
WELLS FARGO CLEARING SERVICES, LLC (MYSTIC CT)
CT
01/15/2014 - 06/16/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW LONDON CT)
BOTH
Issued 12/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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