Unclaimed
Leon Kahn Stiel is an active investment advisor representative, registered with Edward Jones. Leon has been in the industry since 2013 and holds Series 66, SIE, and Series 7 licenses. Leon is registered in 16 states including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Mississippi, Nebraska, North Carolina, Tennessee, Texas, and other states. Leon has been with Edward Jones since October 2013. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
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
LA
12/17/2018 - Present
Edward Jones (HOUMA LA)
BOTH
Issued 12/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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