Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Leonard has over 25 years of experience in the financial industry. Michael is a Registered Representative with MML Investors Services, LLC, and is registered to provide investment advice in South Carolina and Texas. Michael's previous experience includes positions with MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and PFS Investments Inc.. Michael is dedicated to providing comprehensive financial services to meet the needs of his clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
SC
06/22/2020 - Present
MML Investors Services, LLC (Charleston SC)
SC
12/02/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLESTON SC)
NY
12/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
05/11/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
07/03/1996 - 06/01/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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