Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Stallard has been in the financial industry since February 1991. Leon is currently registered with Edward Jones and has been with them since September 2007. Leon has a long history of experience in the industry with previous roles at SII INVESTMENTS, INC. and FRANKLIN FINANCIAL SERVICES CORPORATION. Leon is a well-rounded professional with a broad range of experience in financial advising. Leon is licensed in several states and holds a variety of professional designations including a Chartered Financial Consultant. Leon is committed to providing clients with personalized financial advice and guidance.
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.
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.
See schedule d - miscellaneous
1
2
IL
04/27/2023 - Present
Edward Jones (OLNEY IL)
IL
08/06/1996 - 09/27/2007
SII INVESTMENTS, INC. (OLNEY IL)
TX
02/27/1991 - 08/07/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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