Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Delmont Leonard is a financial advisor with over 30 years of experience. Ross is registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Prior to Cetera Investment Advisers, Ross was a registered representative with Securian Financial Services, Inc. and MSI Financial Services, Inc. Ross also has experience with New England Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ross holds FINRA Series 6, 7, 22, 63, and 65 licenses. Ross specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a member of BNI, a professional networking group.
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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2
MI
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
07/29/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
01/02/2015 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
10/09/2009 - 01/02/2015
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
04/25/1999 - 10/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
NY
07/23/1990 - 04/21/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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