Unclaimed
Leon Kearse is an investment advisor representative with Eagle Strategies LLC. Leon is also licensed to provide investment advice in Florida, Georgia, and Texas. Leon has experience working with individuals and businesses and specializes in providing financial planning, portfolio management, and other investment advice. Leon is also a licensed investment advisor representative in Florida, Georgia, and Texas. Leon has over 10 years of experience in the financial services industry and is committed to providing clients with personalized investment advice. Leon has also worked with Edward Jones, E*TRADE Securities LLC, E*TRADE Capital Management LLC, JPMorgan Securities LLC, GUARDIAN LIFE INSURANCE CO OF AMERICA, PARK AVENUE SECURITIES, LLC, NATIONAL FINANCIAL SERVICES GROUP, Equity Services, Inc., New York Life Insurance Co, NYLIFE Securities LLC, and Eagle Strategies LLC. Leon is a member of the United States Army Reserves.
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.
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.
1
2
FL
12/03/2021 - Present
Eagle Strategies LLC (MAITLAND FL)
GA
01/16/2019 - 08/11/2021
EQUITY SERVICES, INC. (ATLANTA GA)
GA
11/20/2017 - 12/07/2018
PARK AVENUE SECURITIES LLC (ALPHARETTA GA)
GA
05/11/2016 - 08/23/2017
J.P. MORGAN SECURITIES LLC (DECATUR GA)
GA
01/13/2016 - 05/11/2016
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
06/16/2014 - 12/08/2015
EDWARD JONES (SANDY SPRINGS GA)
BOTH
Issued 9/5/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leon Kearse is the right advisor for you? Invested Better is here to help.