Unclaimed
Lenardo Avery Colvin is a registered representative and investment advisor representative with Empower Advisory Group, LLC. Lenardo has been in the securities industry since 2007. Lenardo has a Series 6, Series 63, and Series 65 license. Lenardo specializes in providing financial planning, portfolio management for individuals, and educational seminars. Lenardo has a strong history of helping individuals achieve their financial goals.
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.
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
OH
12/01/2017 - Present
Empower Advisory Group, LLC (CINCINNATI OH)
OH
11/05/2008 - 12/08/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
KY
01/01/2008 - 01/23/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
07/12/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IA
Issued 11/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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