Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Levi is a financial advisor at Wells Fargo Clearing Services, LLC in ST. LOUIS, MO. Leonard has been a registered representative since 2008, and has experience in the securities industry since 2009. Prior to joining Wells Fargo Clearing Services, LLC, Leonard worked at Pruco Securities, LLC., Cetera Investment Services LLC, and Scottrade, Inc. Leonard is registered with the state of Missouri and holds the Series 66, SIE, and Series 7 licenses. Leonard specializes in providing investment advisory services to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
1
2
MO
06/23/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
06/07/2019 - 03/09/2023
PRUCO SECURITIES, LLC. (Godfrey IL)
MO
10/22/2014 - 06/04/2019
CETERA INVESTMENT SERVICES LLC (CLAYTON MO)
MO
08/14/2013 - 10/16/2014
SCOTTRADE, INC. (ST. LOUIS MO)
IL
04/18/2011 - 08/02/2013
FARMERS FINANCIAL SOLUTIONS, LLC (ALTON IL)
IL
10/17/2008 - 09/09/2010
EDWARD JONES (BETHALTO IL)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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