Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leonard Leichner is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Eagle Strategies LLC as an Investment Advisor Representative, a registered representative and a licensed insurance agent. Michael is also the owner of Leichner Financial Group, Inc., which brokers non-registered insurance products and sells New York Life products and services. Michael provides financial planning, investment management, and insurance services to individuals, businesses, and non-profit organizations. He has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and strategies that are tailored to their unique needs and goals.
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.
Personalized portfolio management to meet individual financial objectives.
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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2
OH
01/08/2013 - Present
Eagle Strategies LLC (PEPPER PIKE OH)
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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