Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Marsch is a registered investment advisor representative with Faithward Advisors, LLC. Leonard has been in the financial industry since 2007. His primary registration is in Pennsylvania, and he is also registered in Louisiana. Leonard has passed the Series 66, Series 7 and SIE exams. He is a licensed insurance agent. Leonard has experience working with individuals, corporations, charitable organizations and pension plans. Leonard provides consulting, financial planning, pension consulting, portfolio management for individuals, corporations and portfolio management for pooled investment vehicles. Leonard's other business activities include working as a fixed insurance agent.
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.
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.
Consulting 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.
Percentage of net worth/third party advisory fees
1
2
PA
08/11/2008 - Present
Faithward Advisors, LLC (LANCASTER PA)
PA
12/21/2007 - 09/22/2011
AXA ADVISORS, LLC (LANCASTER PA)
BOTH
Issued 01/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leonard Marsch is the right advisor for you? Invested Better is here to help.
