Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Edward Strine is a financial advisor with over 45 years of experience in the industry. Leo currently works with LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. Prior to joining LPL Financial LLC, Leo worked with Lincoln Financial Securities Corporation, Calvert Securities Corporation, and John Hancock Distributors, Inc.. Leo is registered to provide investment advice in Colorado, Delaware, Florida, Maryland, North Carolina, Pennsylvania, South Carolina, and Virginia. Leo holds Series 1, 6, 7, 63, and SIE licenses. Leo has a strong track record of providing financial advice and helping clients reach their financial goals. Leo has a Chartered Financial Consultant designation. Leo is also active in the community and is a member of the Financial Planning Association.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
11/29/2022 - Present
LPL Financial LLC (WILMINGTON DE)
DE
06/02/1994 - 12/06/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (WILMINGTON DE)
MD
10/21/1987 - 06/02/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
04/21/1977 - 11/09/1987
JOHN HANCOCK DISTRIBUTORS, INC.
NA
04/21/1977 - 11/09/1987
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 01/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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