Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Leonard has been active in the financial services industry since October 19, 1983. Michael currently works for Wells Fargo Advisors Financial Network, LLC. Michael has licenses to work in Georgia, Ohio, and Texas. Prior to joining Wells Fargo Advisors Financial Network, LLC, Michael worked for UBS Financial Services Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael's areas of specialization include investment advisory services, financial planning, pension consulting, and selection of other advisors. Michael has a total of 30 state registrations, 3 approved IA state registrations, 1 approved FINRA registration, and 1 approved SRO registration.
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
GA
03/16/2007 - Present
Wells Fargo Advisors Financial Network, LLC (CANTON GA)
OH
08/27/1999 - 03/28/2007
UBS FINANCIAL SERVICES INC. (GAHANNA OH)
NY
07/31/1993 - 09/21/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/26/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/20/1983 - 12/10/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Leonard is the right advisor for you? Invested Better is here to help.
