Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Feeney Nolan has been in the financial services industry since 1998. Leonard is currently registered with Ameriprise Financial Services, LLC. Previously, Leonard was with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leonard holds the Series 66, SIE, and Series 7 licenses. Leonard is registered to provide advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, South Carolina, and Texas.
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.
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2
MA
07/29/2017 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
06/01/2009 - 06/30/2017
MORGAN STANLEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
02/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
MA
04/20/2001 - 03/09/2006
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
NY
11/11/1998 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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