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Peter Edmund Leonard

Ameriprise Financial Services, LLC

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About Peter Edmund Leonard

Peter Edmund Leonard is a registered representative with Ameriprise Financial Services, LLC. Peter has been in the industry since 1987 and has experience with various financial firms including AXA Advisors, LLC, Barclays Capital Inc., Deutsche Bank Securities Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Nomura Securities International, Inc., Banc of America Securities LLC and Smith Barney Inc. Peter holds the Series 63, Series 24, Series 3, Series 7 and SIE licenses. Peter is registered with the state of Connecticut, Florida, Minnesota, New Jersey, New York, South Carolina and Washington.

Firm Information

Peter Leonard is currently registered with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a Limited Liability Company formed in 1971 and headquartered in Minneapolis, Minnesota. The firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise has a significant presence in the United States, with a network of over 11,000 licensed agents and investment advisor representatives. The firm manages over $479 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.
Ameriprise Financial Services, LLC

707 2ND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$479.79B

Assets Under Management

140,938

Total Clients

13,002

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Leonard’s Registration & Firm History

NY

05/11/2020 - Present

Ameriprise Financial Services, LLC (Huntington NY)

NY

01/10/2020 - 05/18/2020

AXA ADVISORS, LLC (WOODBURY NY)

NY

08/22/2017 - 06/14/2019

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

08/26/2009 - 06/05/2017

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

11/10/2008 - 09/16/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

09/22/2008 - 10/27/2008

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

06/16/2006 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

08/02/2004 - 04/19/2006

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

07/29/1998 - 07/29/2004

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

05/16/1995 - 12/22/1997

SMITH BARNEY INC. (NEW YORK NY)

NJ

03/06/1990 - 05/16/1995

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

02/19/1986 - 03/13/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/26/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2008

Series 3 - National Commodity Futures Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Edmund Leonard.
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