Unclaimed
Leonard Gabriel Cherry is a financial advisor with MML Investors Services, LLC in Philadelphia, PA. Leonard has over 20 years of experience in the financial services industry. Leonard holds a Series 7, Series 6, Series 63, and Series 65 licenses. Leonard is also registered as an Investment Advisor Representative in Pennsylvania and Texas. Leonard specializes in providing financial advice and investment management services to individuals and families.
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 programs
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.
Solicitors fees
1
2
PA
05/29/2020 - Present
MML Investors Services, LLC (Philadelphia PA)
PA
06/06/2002 - 10/04/2010
MML INVESTORS SERVICES, INC. (HORSHAM PA)
IA
Issued 04/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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