Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Landry is a financial advisor who has been in the industry since May 2008. Leo is currently registered with LPL Financial LLC in Madison, MS and has been with them since August 2011. Previously, Leo was registered with Edward Jones from May 2008 to August 2011 in Flowood, MS. Leo has a Series 66 license and a Series 24 license, and holds registrations in several states including Mississippi, Texas, Alabama, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, Pennsylvania, South Carolina, Tennessee, Utah and more. Leo is affiliated with several organizations including Crown Financial Partners, LLP.
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
MS
08/05/2011 - Present
LPL Financial LLC (MADISON MS)
MS
05/30/2008 - 08/02/2011
EDWARD JONES (FLOWOOD MS)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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