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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Scheffler is an investment advisor representative with Ameriprise Financial Services, LLC, based in Southlake, TX. Leon has been in the financial services industry since 1986 and has worked with clients on a range of investment needs. Leon has experience working with individuals, corporations, and charitable organizations and offers services including financial planning, asset allocation, portfolio management, 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
02/22/2013 - Present
Ameriprise Financial Services, LLC (SOUTHLAKE TX)
TX
12/02/2005 - 02/25/2013
WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)
NY
01/03/2003 - 12/05/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/09/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/02/1998 - 03/09/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
06/10/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
04/16/1990 - 07/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NJ
06/25/1986 - 04/23/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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