Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Leonard is a financial advisor with over 30 years of experience in the industry. Ross is currently registered with Cetera Investment Advisers LLC. Ross has worked with several firms throughout his career, including Securian Financial Services, Inc., MSI Financial Services, Inc., New England Securities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ross's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ross has a Series 6, 7, 22, and 63 license. Ross is also a registered investment advisor in Michigan and Texas.
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 7/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 5/13/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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