Unclaimed
Leonard Krenek is a financial advisor with Ameriprise Financial Services, LLC. Leonard has been in the financial industry since 1994. Leonard has been registered with Ameriprise Financial Services, LLC since 2005. Previously, Leonard was with Wachovia Securities, LLC, Sterling Financial Investment Group, Inc. and Joseph Charles & Assoc., Inc.. Leonard has Series 7 and Series 66 licenses. Leonard specializes in retirement planning, asset allocation, financial planning and portfolio management for individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/03/2005 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MO
08/06/2001 - 10/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
11/20/2000 - 08/03/2001
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
05/18/1994 - 11/20/2000
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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