Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland McDonough is a financial advisor with over 30 years of experience in the industry. Leland is currently registered with Stifel, Nicolaus & Company, Inc. in Boston, Massachusetts. Previously, Leland was registered with Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc., A.G. Becker Paribas Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leland has a Series 7TO, SIE, PC, Series 5, and Series 1 licenses. Leland is a registered investment advisor in California and has a Uniform Investment Adviser Law Examination and a Uniform Securities Agent State Law Examination. Leland specializes in portfolio management for individuals, businesses, pooled investment vehicles, pension consulting, financial planning, and selection of other advisors.
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.
1
2
MA
02/05/2014 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
04/02/2007 - 01/25/2008
MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)
MA
02/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NY
09/07/1984 - 02/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
02/03/1981 - 10/29/1984
A.G. BECKER PARIBAS INCORPORATED
NA
09/26/1978 - 03/02/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/22/1969 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1985
PC - AMEX Put and Call Exam
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/21/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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