Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hope Leonard is a financial advisor with over 17 years of experience in the financial services industry. Susan has a strong background in providing financial advice to individuals, families, and businesses. Susan holds the Series 66, Series 7, and Series 24 licenses and is a Certified Financial Planner. Susan is currently registered with Cetera Investment Advisers LLC and has previously been registered with VOYA FINANCIAL ADVISORS, INC. and Egan, Berger & Weiner. Susan specializes in providing financial planning, portfolio management, and pension consulting services. Susan is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
BANNER ELK, NC
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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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (BANNER ELK NC)
VA
10/13/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)
BOTH
Issued 1/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/3/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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