Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Raymond Deloteus is a financial advisor with Ameriprise Financial Services, LLC. Leonard has been in the industry since 1990. Leonard has a strong track record of success, with experience in providing financial planning, asset allocation, and investment management services. Leonard is licensed in multiple states and holds various industry credentials including Series 3, 7, 63, and 65 licenses. Leonard has previously worked with WELLS FARGO CLEARING SERVICES, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Leonard's experience and qualifications make him well-suited to help individuals and families 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.
Asset allocation 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.
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2
AL
10/26/2018 - Present
Ameriprise Financial Services, LLC (BIRMINGHAM AL)
AL
07/01/2003 - 10/29/2018
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
NY
11/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/04/1994 - 12/21/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 09/06/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
03/20/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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