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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Whitlow is a financial advisor with Cetera Investment Advisers LLC. Leo has been in the industry since January 1982 and has a wide range of experience in the financial services industry. Leo has held positions at several firms, including Securian Financial Services, Inc. and Philadelphia Life Asset Planning Company. Leo is registered with the state of Virginia and Texas as an investment advisor representative. Leo holds the Series 6, 7, 63, and 65 licenses and the SIE. Leo's firm Cetera Investment Advisers LLC has 16,618 clients and $104 billion in assets under management.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
07/31/1987 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
NA
07/03/1986 - 09/09/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
01/27/1982 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 12/1/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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