Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Stastny is a financial advisor at LPL Financial LLC in Bismarck, ND. Leon has been in the industry since February 1994 and has a broad range of experience. Leon holds the Series 6, 7, 63, and 65 licenses and has been registered with LPL Financial since July 2021. Prior to that, Leon was registered with Waddell & Reed, Inc. in Bismarck, ND. Leon specializes in providing financial advice to individuals, families, and businesses. Leon is committed to helping clients achieve their financial goals.
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.
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2
ND
07/21/2021 - Present
LPL Financial LLC (BISMARCK ND)
ND
02/09/1994 - 07/21/2021
WADDELL & REED (BISMARCK ND)
IA
Issued 03/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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