Unclaimed
Richard Leidal is a financial advisor currently associated with SPC, where he has been active since July 2005. Richard has been in the financial industry since January 15, 1984. Richard's primary office is located in Novi, Michigan. He holds Series 6, 7, 22, 24, 63 and 66 licenses and is registered with FINRA and the State of Michigan. Richard also provides financial planning and consulting services. Richard has had previous registrations with Walnut Street Securities, Inc., Mutual Service Corporation, General American Life Insurance Company, and Pruco Securities Corporation.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
02/14/2019 - Present
SPC (NOVI MI)
CA
02/03/1987 - 07/22/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
10/11/1984 - 02/24/1987
MUTUAL SERVICE CORPORATION
NA
04/08/1986 - 01/30/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
01/16/1984 - 10/30/1984
PRUCO SECURITIES CORPORATION
BOTH
Issued 04/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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