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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Leonard is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the financial services industry since August 18, 1999. Jeffrey works in the Anchorage, AK branch office. Jeffrey provides portfolio management for individuals and businesses, financial planning and educational seminars. Jeffrey has held various licenses and certifications including Series 7, 24, 51, 63, and 65. Jeffrey is also registered in 33 states as a securities representative. Jeffrey is a registered investment advisor in Alaska 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AK
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ANCHORAGE AK)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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