Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Mindnich is an active investment advisor representative in Massachusetts and Connecticut, registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Leland has been in the industry since May 2013. Leland is registered to provide investment advisory services to individuals, corporations, charitable organizations, insurance companies, labor unions, and pension and profit sharing plans. Leland specializes in offering financial planning, portfolio management, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
01/30/2024 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
01/13/2023 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (WELLESLEY MA)
MA
12/15/2016 - 01/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
GA
09/17/2015 - 09/26/2016
SUMMIT BROKERAGE SERVICES, INC. (Atlanta GA)
GA
03/07/2013 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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