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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Metzl is a financial advisor with over 30 years of experience in the industry. Leonard currently works with Cetera Investment Advisers LLC in Elmhurst, IL. Leonard is a registered representative in 17 states and holds Series 6, 7, 22, 63, and 65 licenses, as well as the SIE designation. Leonard's focus is on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Leonard also has experience in pension consulting and educational seminars.
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
IL
02/27/2023 - Present
Cetera Investment Advisers LLC (ELMHURST IL)
IA
Issued 10/9/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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