Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Claude Wright is a financial advisor in San Diego, CA. Leonard has been in the industry since July 1997. Leonard is registered with Northwestern Mutual Investment Services, LLC and has a total of 35 registrations. Leonard's main office is located at 655 W Broadway Ste 1700, SAN DIEGO, CA 92101. Leonard is a member of the California Society of CPA's, the AICPA Member Retirement Plan Committee and is on the Advisory Committee for COCATALYS.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
06/04/2007 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
WI
08/01/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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