Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Prestwich Penrod is a financial advisor with Cetera Investment Advisers LLC in Salt Lake City, UT. Leonard has over 30 years of experience in the financial services industry. Leonard is a Certified Financial Planner™ professional and holds a Series 63 and Series 65 license. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
SALT LAKE CITY, UT
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (SALT LAKE CITY UT)
UT
03/30/1999 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SALT LAKE CITY UT)
MN
01/27/1992 - 04/19/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
UT
04/19/1986 - 01/22/1992
RICHARDS INVESTMENTS (SALT LAKE CITY UT)
MN
09/01/1987 - 11/08/1989
AMEV INVESTORS, INC. (OAKDALE MN)
NA
03/20/1986 - 05/01/1986
WADDELL & REED, INC.
IA
Issued 3/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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