Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Todd Proshek is an investment advisor representative with SPC. Leland has been in the industry since November 4, 1999 and has a diverse background in financial services. Prior to joining SPC, Leland worked for QUESTAR CAPITAL CORPORATION and PROEQUITIES, INC. Leland holds Series 63, 65, 7 and SIE licenses. Leland also holds registrations in Georgia, Michigan, Ohio and Washington. Leland’s specializations include insurance, fixed annuities, mutual funds, variable annuities, REITs, and stocks.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
10/09/2015 - Present
SPC (ANN ARBOR MI)
MI
10/03/2001 - 03/07/2006
QUESTAR CAPITAL CORPORATION (LAMBERTVILLE MI)
AL
11/05/1999 - 10/09/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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