Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Liston Leon is a financial advisor at First Horizon Advisors, Inc. Lonnie has been in the financial industry since December 5, 1991. Lonnie is licensed to offer securities and investment advice in 18 states. Lonnie is a registered representative of First Horizon Advisors, Inc. and an investment advisor representative of First Horizon Advisors, Inc. in Tennessee. Lonnie is also a licensed insurance agent.
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
TN
05/12/2015 - Present
First Horizon Advisors, Inc. (SPRING HILL TN)
MA
02/02/1994 - 01/31/1996
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
MA
12/02/1991 - 01/28/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/29/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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