Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Raymond Meany is a financial advisor who has been in the industry since 1997. Currently, Leo is registered with First Horizon Advisors, Inc. in Tennessee and Texas. Leo also has previous experience working at PROEQUITIES, INC. in Tennessee and Alabama. He is licensed in several states for both securities and investment advising. Leo's areas of specialization include a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. He serves a diverse clientele, including high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and insurance companies.
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
TN
04/21/2021 - Present
First Horizon Advisors, Inc. (MURFREESBORO TN)
TN
03/25/2004 - 10/03/2007
PROEQUITIES, INC. (BRENTWOOD TN)
AL
01/06/1997 - 06/13/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
09/07/1995 - 06/19/1996
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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