Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Leonard is a financial advisor at Harris Williams. Matthew has been in the financial industry since 2015, and is registered with FINRA and the state of Virginia. He holds the Series 7, Series 63, SIE, and Series 79TO licenses. Matthew has experience in investment banking.
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.
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.
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VA
07/25/2022 - Present
Harris Williams (RICHMOND VA)
PA
10/12/2015 - 01/19/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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