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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Rowley is a financial advisor with Cetera Investment Advisers LLC. Leonard has been in the financial services industry since 1995. Leonard is registered with the state of Michigan as an investment advisor representative. Leonard provides financial planning, portfolio management, and pension consulting services.
GRAND HAVEN, MI
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.
A percentage of the total value of assets under management is charged.
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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (GRAND HAVEN MI)
MI
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GRAND HAVEN MI)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
01/02/2001 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
07/26/1995 - 02/06/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/9/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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