Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Hirst is an Investment Advisor Representative with CWM, LLC, a firm based in Omaha, Nebraska. Leonard Hirst has been in the financial services industry since 1984 and has experience working for various firms including Long Grove Trading Co. and Commonwealth Equity Services, Inc. Leonard Hirst also holds the Certified Financial Planner designation and is a practicing lawyer.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
MA
10/30/2018 - Present
CWM, LLC (Westport MA)
MA
07/16/1997 - 08/17/1999
LONG GROVE TRADING CO. (BOSTON MA)
MA
10/29/1993 - 04/05/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
03/02/1993 - 11/03/1993
G.R. STUART & COMPANY, INC. (MAYNARD MA)
MA
04/24/1990 - 03/06/1993
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
CT
09/30/1985 - 05/08/1990
ADVEST, INC. (HARTFORD CT)
NA
09/09/1986 - 01/05/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/18/1984 - 09/30/1985
BURGESS & LEITH INCORPORATED
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/28/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/26/1986
Series 4 - Registered Options Principal Examination
BC
Issued 02/19/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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