Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Love is an active investment advisor representative. Leon has been in the industry since 2017 and has worked at a variety of firms. Leon is currently registered with Wells Fargo Clearing Services, LLC and is licensed in 53 states and territories. Leon also holds Series 66, Series 24, SIE and Series 7 licenses. Leon has previous experience at firms such as Morgan Stanley, Robinhood Financial, LLC, Waddell & Reed and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leon offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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
GA
11/17/2023 - Present
Wells Fargo Clearing Services, LLC (CUMMING GA)
GA
01/17/2022 - 11/22/2023
MORGAN STANLEY (Atlanta GA)
NC
06/15/2021 - 11/30/2021
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
SC
03/29/2021 - 05/20/2021
WADDELL & REED (IRMO SC)
SC
12/19/2017 - 04/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
BOTH
Issued 04/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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