Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Leonard is a financial professional with over 19 years of experience in the industry. John has been registered with Charles Schwab & Co., Inc. since 2014, and prior to that, held positions with a number of other firms, including KERSHNER SECURITIES, LLC, KERSHNER TRADING GROUP, LLC, CYBERTRADER, INC. and PROTRADER SECURITIES L.P.. John is a licensed agent in Texas and holds the Series 63, Series 24, Series 57TO, SIE, Series 55 and Series 7 licenses. John has specialized expertise in financial planning 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.
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
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2
TX
06/04/2014 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
07/19/2010 - 08/28/2012
KERSHNER SECURITIES, LLC (AUSTIN TX)
TX
04/17/2008 - 01/12/2009
KERSHNER TRADING GROUP, LLC (AUSTIN TX)
TX
01/10/2008 - 01/30/2008
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
09/03/2003 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
TX
08/04/2000 - 06/20/2003
PROTRADER SECURITIES L.P. (AUSTIN TX)
TX
03/26/2001 - 03/07/2002
TRANSCEND CAPITAL, LP (AUSTIN TX)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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