Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Mark Housel is an investment advisor representative with LPL Financial LLC. Leonard has been in the financial services industry since 1999. Leonard is registered with the state of Alabama. Leonard has been employed by LPL Financial LLC since 2013 and previously worked at BB&T Investment Services, Inc., Colonial Brokerage, Inc., AmSouth Investment Services, Inc., and SouthTrust Securities, Inc. Leonard holds FINRA Series 7, 24, 63, and 66 securities licenses as well as the SIE exam. Leonard is affiliated with Cadence Bank and Cadence Investment Services. Leonard has a history of providing financial planning, consulting and other non-discretionary advisory services to individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/08/2013 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
10/07/2009 - 12/15/2011
BB&T INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
07/12/2002 - 09/23/2009
COLONIAL BROKERAGE, INC. (BIRMINGHAM AL)
AL
10/05/1999 - 06/03/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
11/26/1997 - 09/22/1999
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
IA
Issued 02/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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