Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Leishear is a financial advisor with LPL Financial LLC, registered in several states. Scott has been in the financial industry since May 2005. Scott holds Series 63 and Series 66 licenses as well as Series 7 and Series 24 licenses. Scott is a registered representative of LPL Financial LLC, an independent broker-dealer, and an investment advisor representative for Riverstone Wealth Management. LPL Financial LLC, is a broker-dealer, an investment advisor, and a registered investment company.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
01/18/2019 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
05/24/2005 - 03/29/2011
EDWARD JONES (MONTGOMERY VILLAGE MD)
BOTH
Issued 12/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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