Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Wilbers is an investment advisor representative with Creativeone Securities, LLC and has been in the industry since 1980. Leroy is registered in Missouri and has a Series 6, Series 63, and SIE licenses. Leroy is also a Certified Financial Planner. Prior to joining Creativeone Securities, LLC, Leroy was employed by BROKER DEALER FINANCIAL SERVICES CORP., INTERSECURITIES, INC., LIFEMARK SECURITIES CORP., SKY INVESTMENTS, INC., NEW ENGLAND SECURITIES, THE O.N. EQUITY SALES COMPANY, CHUBB SECURITIES CORPORATION, and N.I.S. FINANCIAL SERVICES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
09/30/2011 - Present
Creativeone Securities, LLC (Overland Park KS)
MO
01/09/2007 - 10/03/2011
BROKER DEALER FINANCIAL SERVICES CORP. (JEFFERSON CITY MO)
MO
02/22/2001 - 12/31/2006
INTERSECURITIES, INC. (JEFFERSON CITY MO)
NY
05/12/2000 - 02/23/2001
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
OH
01/10/2000 - 05/19/2000
SKY INVESTMENTS, INC. (BRYAN OH)
NY
04/27/1988 - 01/07/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/10/1987 - 03/04/1988
THE O.N. EQUITY SALES COMPANY
NA
04/09/1987 - 12/14/1987
CHUBB SECURITIES CORPORATION
NA
03/06/1986 - 03/20/1987
N.I.S. FINANCIAL SERVICES, INC.
NA
11/05/1980 - 06/29/1985
N.I.S. FINANCIAL SERVICES, INC.
BC
Issued 10/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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