Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Reents Leonard has been in the financial services industry since December 1997. Leeann is currently registered with Stifel, Nicolaus & Company, Inc. in Missouri and Texas. Leeann provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Leeann also has experience in pension consulting and educational seminars. Leeann is a member of the St Joseph Public Library Foundation.
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.
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.
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2
MO
09/23/2013 - Present
Stifel, Nicolaus & Company, Inc. (SAINT JOSEPH MO)
MO
11/30/2007 - 09/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. JOSEPH MO)
MO
12/22/1997 - 12/10/2007
A. G. EDWARDS & SONS, INC. (ST. JOSEPH MO)
IA
Issued 02/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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