Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leor? Claim Your ProfileLeor Getzel is a financial advisor with LPL Financial LLC in Greenwood Village, Colorado. Leor has been in the financial services industry since 2007 and has a broad range of experience. Leor is registered with the Securities and Exchange Commission (SEC) and several states, including Colorado, California, Florida, Illinois, Mississippi, Montana, New York, North Carolina, Oregon, Texas, Utah and Washington. Leor is also registered as an Investment Advisor Representative (IAR) in Colorado. Leor holds the Series 66, SIE, and Series 7 licenses. Leor has previously worked for Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and AXA Advisors, LLC. Leor works with a wide range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, individuals, and charitable organizations. Leor provides financial planning, portfolio management, and other advisory services.
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.
1
2
CO
05/25/2023 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
11/30/2020 - 05/30/2023
WOODBURY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
03/25/2017 - 12/01/2020
MML INVESTORS SERVICES, LLC (DENVER CO)
CO
04/12/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
05/10/2007 - 04/20/2016
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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