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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Richardson is a financial advisor registered with Edward Jones since 2018. Leon has over 20 years of experience in the financial services industry and has a deep understanding of the needs of his clients. Leon is dedicated to helping his clients achieve their financial goals. He provides a range of financial services including financial planning, portfolio management, and retirement planning. Leon is committed to building long-term relationships with his clients and providing them with personalized advice. Leon is a registered representative of Edward Jones and holds Series 7, 63, and 66 licenses, as well as a Series 65 license for Investment Advisor. Leon is also registered in over 20 states across the country.
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
IL
01/08/2020 - Present
Edward Jones (CHICAGO IL)
IL
04/17/2014 - 10/20/2016
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
IL
11/16/2000 - 08/07/2001
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
IL
01/13/1998 - 10/25/2000
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
CO
06/19/1996 - 10/09/1997
JANUS DISTRIBUTORS, INC. (DENVER CO)
NY
03/21/1991 - 03/06/1996
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 07/28/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
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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