Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Patrick White is a registered representative and investment advisor representative with Cadaret, Grant & CO., Inc. Leo has been in the financial industry since March 2001 and has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Leo also holds licenses in Arizona, California, Connecticut, Florida, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Wisconsin. Before joining Cadaret, Grant & CO., Inc. Leo was a financial advisor at LPL Financial LLC and Ameriprise Financial Services, Inc. Leo offers a variety of services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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2
MA
12/22/2023 - Present
Cadaret, Grant & CO., Inc. (Wellesley MA)
MA
11/28/2016 - 12/21/2020
LPL FINANCIAL LLC (WELLESLEY MA)
MA
03/30/2001 - 11/28/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY MA)
MN
03/30/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/24/2001 - 02/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/2001 - 02/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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