Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leiland? Claim Your ProfileLeiland Stevens is a financial advisor who has been in the industry since 2011. Leiland is currently registered with Fidelity Personal and Workplace Advisors. Prior to this, Leiland was employed at Tradition Securities and Derivatives LLC, E D & F MAN Capital Markets Inc., Tullett Prebon Financial Services LLC, and Morgan Stanley & Co. LLC. Leiland holds the Series 3, 7, 24, 63, and 66 licenses. Leiland has a history of working with high-net-worth individuals, corporations, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
07/18/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
NY
06/17/2020 - 04/04/2023
TRADITION SECURITIES AND DERIVATIVES LLC (New York NY)
NY
10/30/2018 - 05/12/2020
E D & F MAN CAPITAL MARKETS INC. (NEW YORK NY)
NJ
03/19/2012 - 10/07/2016
TULLETT PREBON FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
08/12/2009 - 03/12/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BOTH
Issued 06/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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