Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanna? Claim Your ProfileShanna Q Leonard is a financial advisor currently registered with Parnassus Funds Distributor, LLC, based in San Francisco, California. Leonard has been in the financial services industry since September 1, 2013. She holds the Series 7, 63 and 66 licenses. Leonard was previously registered with SECFI Securities, LLC, BlackRock Investments, LLC, BlackRock Fund Distribution Company and Charles Schwab & Co., Inc..
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.
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.
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2
CA
04/17/2024 - Present
Parnassus Funds Distributor, LLC (San Francisco CA)
CA
10/23/2020 - 09/26/2023
SECFI SECURITIES, LLC (SAN FRANCISCO CA)
CA
01/03/2012 - 03/31/2016
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/19/2011 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
07/03/2008 - 03/31/2011
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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