Unclaimed
Jarrod Robert Leisure is a financial professional with over 20 years of experience in the industry. He has worked for several firms including Waddell & Reed, Inc., BBVA Securities Inc., and PNC Investments. Jarrod Leisure is currently registered with PNC Investments and holds a Series 66, Series 65, Series 63, Series 30, Series 24, Series 31, Series 3, and Series 7. He is also a Chartered Financial Consultant. Jarrod Leisure specializes in providing investment advice to individuals, businesses, and institutions. He offers a range of services, including financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/19/2021 - Present
PNC Investments (PLANO TX)
TX
07/21/2014 - 08/16/2021
BBVA SECURITIES INC. (FRISCO TX)
IL
09/05/1997 - 11/08/2012
WADDELL & REED, INC. (NAPERVILLE IL)
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 03/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jarrod Leisure is the right advisor for you? Invested Better is here to help.