Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leasure is a financial advisor with Truist Advisory Services, Inc. Michael has been in the financial industry since 2002. Michael is registered with the state of Maryland as an Investment Advisor Representative. Michael provides financial planning, portfolio management for individuals and businesses, and publication of periodicals. Michael is also specialized in providing financial advice for insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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MD
09/14/2016 - Present
Truist Advisory Services, Inc. (BETHESDA MD)
MD
09/30/2008 - 08/10/2009
VIKING FUND DISTRIBUTORS, LLC (BETHESDA MD)
DC
01/16/2004 - 09/09/2008
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
NJ
08/09/2002 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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