Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Edward Leonard is a financial advisor with over 20 years of experience in the industry. Martin has been registered with LPL Financial LLC since 2015 and is currently a registered representative with IFS Group. Martin is a Certified Financial Planner and has a Series 66 license, Series 7 license and a Series 26 license. Martin provides financial planning, investment advisory, and insurance services to individuals and families. Martin also has experience with retirement planning, college savings, and estate planning.
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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2
PA
11/08/2017 - Present
LPL Financial LLC (MECHANICSBURG PA)
PA
05/05/2016 - 11/13/2017
INVESTACORP, INC. (KING OF PRUSSIA PA)
PA
02/20/2015 - 05/25/2016
LPL FINANCIAL LLC (MECHANICSBURG PA)
PA
12/05/2011 - 02/23/2015
CETERA ADVISOR NETWORKS LLC (MECHANICSBURG PA)
TN
01/02/2008 - 11/11/2011
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
PA
03/23/2006 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
NJ
03/18/2004 - 07/26/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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