Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Hake is a financial advisor with over 30 years of experience in the industry. Leonard currently works with Raymond James Financial Services Advisors, Inc. Leonard specializes in providing wealth management, estate and financial planning to individuals and businesses. Leonard has held various positions in the financial services industry over the years, including roles at Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC Of America Investment Services, Inc. Leonard holds Series 7, 63, and 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
11/07/2016 - Present
Raymond James Financial Services Advisors, Inc. (MILWAUKIE OR)
OR
07/29/2011 - 10/26/2016
WELLS FARGO ADVISORS, LLC (HILLSBORO OR)
OR
10/23/2009 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
08/15/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
OR
06/17/2003 - 08/18/2008
STRAND, ATKINSON, WILLIAMS & YORK, INC. (PORTLAND OR)
NE
09/25/2002 - 03/19/2003
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NY
05/30/2001 - 09/25/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
OR
06/21/1996 - 05/29/2001
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
OR
03/14/1995 - 07/19/1996
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
OR
06/23/1994 - 12/13/1994
VISION FINANCIAL SERVICES, INC. (PORTLAND OR)
AZ
05/10/1994 - 07/20/1994
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
03/22/1994 - 05/10/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
AZ
08/07/1993 - 04/13/1994
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
07/02/1993 - 07/19/1993
REYNOLDS KENDRICK STRATTON, INC.
OR
12/01/1992 - 07/06/1993
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
IA
Issued 10/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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