Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Carter is a financial advisor who has been in the industry since July 1984. Leon is currently registered with Ameriprise Financial Services, LLC in Canton, Michigan. Leon also holds Series 6, 7, 22, and SIE licenses, along with a Series 63 license in several states. In addition to working with Ameriprise Financial Services, LLC, Leon has experience with IDS LIFE INSURANCE COMPANY. Leon is also involved with A2 Business LLC in Ann Arbor, Michigan. Leon's experience suggests a strong focus on financial planning and portfolio management. Leon is able to help individuals, businesses, trusts and estates with their financial needs.
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.
1
2
MI
09/21/2011 - Present
Ameriprise Financial Services, LLC (CANTON MI)
MN
07/21/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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