Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Ernest Weyeneth is a financial advisor with Stifel, Nicolaus & Company, Inc. Leonard has been in the financial industry since July 16, 1995. Leonard has a strong background in financial planning, portfolio management, and pension consulting. Leonard has a Certified Financial Planner designation and is registered with the Securities and Exchange Commission (SEC). Leonard is also a member of the Financial Industry Regulatory Authority (FINRA). Leonard has been registered with Stifel, Nicolaus & Company, Inc. since 2013. Before Stifel, Nicolaus & Company, Inc., Leonard worked at Morgan Stanley from 2009 to 2013. Leonard also worked at Citigroup Global Markets Inc. from 1995 to 2009. Leonard is also involved in the community, serving as a board member of the Kimmel Orchard and Vineyard Educational Foundation, Inc. and Kregel Windmill Factory Museum.
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.
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.
1
2
NE
04/10/2014 - Present
Stifel, Nicolaus & Company, Inc. (LINCOLN NE)
NE
06/01/2009 - 10/24/2013
MORGAN STANLEY (LINCOLN NE)
NE
07/17/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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