Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Klemperer Leizman is a financial advisor with over 35 years of experience in the industry. She has been with Raymond James & Associates, Inc. since 2015. Previously, she worked at Wells Fargo Advisors, LLC and McDonald & Company Securities, Inc.. Nancy holds a Series 63, Series 65, and Series 7 licenses. Nancy is registered to offer investment advice in numerous states, including Ohio, Florida, Texas, and California. She is a specialist in providing portfolio management services to individuals, businesses, corporations, pension plans, insurance companies, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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
OH
02/12/2025 - Present
Raymond James & Associates, Inc. (BEACHWOOD OH)
OH
09/04/1998 - 09/24/2015
WELLS FARGO ADVISORS, LLC (PEPPER PIKE OH)
OH
02/03/1989 - 09/11/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NA
01/21/1987 - 02/28/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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