Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Leonard is a financial advisor with LPL Enterprise, LLC and has been in the industry since August 2016. Ryan is registered with the state of Florida, as well as with Arizona, California, Colorado, Georgia, Illinois, Kentucky, New Jersey, New York, North Carolina, Pennsylvania, and Texas, in both the broker-dealer and investment advisor capacities. Ryan has passed the Series 7, Series 6, Series 63, and Series 65 examinations. Ryan holds a Series 7TO designation and is registered with FINRA and the state of Florida. Ryan also provides consulting and other non-discretionary advisory services to his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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2
FL
11/14/2024 - Present
LPL Enterprise, LLC (MIAMI FL)
BC
Issued 05/07/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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