Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Lee Nelson is a financial advisor with over 30 years of experience in the industry. Leonard is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Leonard specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Leonard is committed to helping clients achieve their financial goals.
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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2
OR
06/14/2024 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
11/07/2005 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
TX
10/08/1998 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
02/13/1997 - 10/28/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
04/19/1994 - 09/13/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
RI
01/23/1985 - 04/14/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 04/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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