Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Leonhard is a financial advisor at Raymond James & Associates, Inc. Mark has been in the financial services industry since 1985. Mark is registered with the state of New Jersey and Texas. Mark holds the Series 7, 63 and 65 licenses. Mark is a Certified Financial Planner. Mark also has experience with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Mark is a financial professional who has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Mark provides financial planning, portfolio management, and other financial 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.
Please see note in schedule d - miscellaneous
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
NJ
01/13/2018 - Present
Raymond James & Associates, Inc. (BEDMINSTER NJ)
NJ
01/09/2009 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NJ
10/22/1985 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTER NJ)
IA
Issued 11/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
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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