Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Marryott is a financial advisor at Stifel, Nicolaus & Company, Inc. Leonard has been in the financial industry for over 30 years and has experience in both brokerage and investment advisory roles. He is registered to offer securities and advisory services in multiple states. Leonard's experience includes working at firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and UBS Financial Services Inc. His areas of expertise include financial planning, portfolio management, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/01/2021 - Present
Stifel, Nicolaus & Company, Inc. (DUBLIN OH)
OH
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
MD
08/01/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
11/29/1991 - 08/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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