Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellee? Claim Your ProfileKellee Leandre is an experienced financial advisor with over 10 years of experience in the financial services industry. Kellee is a registered representative of Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Kellee holds multiple professional licenses and designations, including the Series 7, Series 66, and Series 52TO. Kellee specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Kellee Leandre's goal is to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/08/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/26/2021 - 03/23/2023
SECURIAN FINANCIAL SERVICES, INC. (TAMPA FL)
FL
08/16/2013 - 10/01/2020
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
09/29/2011 - 04/12/2012
INVESTMENT CENTERS OF AMERICA, INC. (TAMPA FL)
FL
07/26/2011 - 10/14/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CLEARWATER FL)
BOTH
Issued 10/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2016
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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