Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Koob is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with offices in Longmont and Boulder, Colorado. Leon has been in the industry since January 2004. Leon is registered to provide investment advice in 37 states. Leon is licensed to sell securities and provide investment advice in Colorado. Leon holds Series 7, Series 66 and SIE licenses. Leon also owns and operates multiple rental properties in Colorado and Arizona.
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.
Investment consulting services to institutional clients
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
CO
03/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGMONT CO)
CO
01/01/2008 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGMONT CO)
CO
01/14/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LONGMONT CO)
BOTH
Issued 01/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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