Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Priester Leonard is a financial professional with over 20 years of experience in the financial services industry. She is currently registered with Cetera Investment Advisers LLC and has held previous registrations with MULTI-FINANCIAL SECURITIES CORPORATION and IFG NETWORK SECURITIES, INC. Susan specializes in providing financial planning, portfolio management and investment advice to individuals, families, and businesses. She is dedicated to helping clients achieve their financial goals and is committed to providing personalized service and expert guidance. Susan is also a Registered Representative and Investment Advisor Representative. She holds the Series 6, 7, 24 and 66 securities licenses. Susan has also earned the designation of Chartered Financial Consultant.
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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GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ROME GA)
GA
01/01/2004 - 11/02/2006
MULTI-FINANCIAL SECURITIES CORPORATION (ROME GA)
GA
01/18/2001 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 9/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/2/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 1/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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