Unclaimed
Michael Fitzgerald Leonard is a registered representative with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since January 30, 1988. Michael has experience with investment advisory services, financial planning, pension consulting and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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
MI
02/11/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PLYMOUTH MI)
MI
03/13/2009 - 05/01/2014
RBC CAPITAL MARKETS, LLC (ROYAL OAK MI)
MI
07/08/2005 - 03/13/2009
FERRIS, BAKER WATTS, LLC (PLYMOUTH MI)
NY
11/03/1989 - 07/13/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
11/02/1988 - 11/17/1989
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
08/23/1988 - 11/07/1988
GRAYSTONE NASH, INC.
NA
03/17/1987 - 10/07/1987
FIRST INVESTORS CORPORATION
IA
Issued 05/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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