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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leonard has been in the financial services industry since November 1991. Michael is a financial advisor with LPL Financial LLC and is registered with the state of Maryland as a Registered Representative and as an Investment Advisor Representative. Previously, Michael was registered as an Investment Advisor Representative with OSAIC FA, INC. in Lutherville, MD and as a Registered Representative with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, IN. Michael holds a Series 6, Series 7, and Series 63 license. Michael is a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
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2
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
11/21/1991 - 08/21/2024
OSAIC FA, INC. (Lutherville MD)
IN
11/21/1991 - 04/20/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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