Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Beth Leonard is a financial advisor with Morgan Stanley. Lara Beth is registered with the Securities and Exchange Commission and has been in the industry since 2020. Lara Beth Leonard is licensed to provide investment advice in 43 states and the District of Columbia, and she is also registered with the Financial Industry Regulatory Authority (FINRA). Lara Beth is a member of Beta Sigma Phi - Kappa Phi chapter. Lara Beth works with a wide range of clients, including individuals, families, businesses, and institutions. Lara Beth provides financial planning, investment management, and other financial services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/28/2020 - Present
Morgan Stanley (ONEONTA NY)
BOTH
Issued 08/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lara Leonard is the right advisor for you? Invested Better is here to help.
