Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Dayton is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Leonard has been in the securities industry since 1987. Leonard's current registration with Cetera Investment Advisers LLC began on June 29, 2023, and his previous registration with New England Securities began on January 2, 1990. Leonard holds the Series 6, Series 63, and SIE licenses. Leonard has a history of working with individuals, high-net-worth individuals, pension plans, and corporations. Leonard is a Chartered Financial Consultant and provides various advisory services to his clients, including financial planning, pension consulting, and portfolio management. Leonard also has experience in selling insurance products such as life, health, disability, and annuities.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
NY
01/02/1990 - 06/10/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/27/1987 - 01/15/1990
G. R. PHELPS & CO., INC.
BC
Issued 11/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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