Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leandra? Claim Your ProfileLeandra Kol is a financial advisor with over 15 years of experience in the industry. Leandra Kol is currently registered with Morgan Stanley and has been with the firm since May 2021. Previously, Leandra Kol worked for WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Leandra Kol holds a Series 7, Series 63, and Series 66 license. Leandra Kol is also a registered investment advisor in Florida.
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
FL
12/20/2021 - Present
Morgan Stanley (Aventura FL)
FL
12/04/2015 - 05/18/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
01/04/2010 - 12/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
07/12/2006 - 12/04/2009
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
BOTH
Issued 11/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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