Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Mitchell is a financial advisor at Meritage Portfolio Management, Inc. Leonard has over 20 years of experience in the financial services industry and holds the Series 63 and Series 2 licenses. Leonard is a Chartered Financial Analyst (CFA) and is registered with the states of Kansas and Texas. Leonard specializes in working with high net worth individuals, charitable organizations, corporations, and other businesses. Leonard's firm, Meritage Portfolio Management, Inc., manages over $2.3 billion in assets. The firm provides a variety of services to their clients, including financial planning, portfolio management, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
10/12/1998 - Present
Meritage Portfolio Management, Inc. (OVERLAND PARK KS)
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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