Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Charles Roider is an active broker and investment advisor representative with Stifel, Nicolaus & Company, Inc. Leland has been in the financial industry since 2003 and has held various roles at several firms, including Wells Fargo Advisors and A.G. Edwards & Sons, Inc.. Leland is registered in multiple states and holds the Series 7, Series 66 and SIE exams.
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
IL
02/04/2019 - Present
Stifel, Nicolaus & Company, Inc. (WATERLOO IL)
IL
01/01/2008 - 12/01/2016
WELLS FARGO ADVISORS (WATERLOO IL)
IL
11/10/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WATERLOO IL)
IL
10/23/2003 - 11/15/2005
EDWARD JONES (COLLINSVILLE IL)
MN
04/15/2003 - 10/29/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/2003 - 10/29/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/14/2003 - 03/31/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
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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