Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leonard is a financial advisor with over 28 years of experience in the industry. Robert currently works with Cetera Investment Advisers LLC. Robert has held various roles within the financial industry, including agent/broker, owner, and insurance agent. Robert has a Series 6, 7, 24, 63, and 65 license and holds the Certified Financial Planner designation. Robert has been registered with the state of Virginia since 1995 and has held positions with a variety of firms throughout his career.
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.
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.
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VA
08/10/2023 - Present
Cetera Investment Advisers LLC (RICHMOND VA)
VA
03/06/1995 - 08/11/2023
SECURIAN FINANCIAL SERVICES, INC. (Richmond VA)
IA
Issued 3/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 2/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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