Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kit? Claim Your ProfileKit Michael Leary is a financial advisor currently registered with LPL Financial LLC, a firm with a history of more than 50 billion in assets under management and over 1.6 million clients. Kit is an active advisor with registrations in 16 states including Minnesota, Texas, Georgia and Virginia. Kit is a Series 7, 6, 63, 65 and SIE licensed professional, and also holds designations for 1, 2, 3, 4, 5 and 6 specializations. Prior to joining LPL, Kit had a career with Nationwide Securities, LLC and Wells Fargo Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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
MN
09/04/2019 - Present
LPL Financial LLC (EDEN PAIRIE MN)
MN
09/11/2015 - 12/31/2016
NATIONWIDE SECURITIES, LLC (BLOOMINGTON MN)
MO
01/03/2011 - 02/01/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
02/19/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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