Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonor? Claim Your ProfileLeonor McBride is a financial advisor with over 20 years of experience in the industry. Leonor is currently registered with LPL Financial LLC. Leonor has previously worked with WELLS FARGO CLEARING SERVICES, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, UVEST FINANCIAL SERVICES GROUP, INC., and BANC OF AMERICA INVESTMENT SERVICES, INC. Leonor holds the Series 7, Series 63, and Series 65 licenses. Leonor specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
12/07/2022 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
05/02/2016 - 12/16/2022
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
AZ
10/01/2012 - 05/10/2016
J.P. MORGAN SECURITIES LLC (GLENDALE AZ)
AZ
04/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
07/06/2005 - 03/03/2006
CHASE INVESTMENT SERVICES CORP. (PEORIA AZ)
IL
03/12/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
02/10/2004 - 02/17/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NC
01/03/2003 - 12/11/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
07/09/2001 - 01/13/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 10/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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