Unclaimed
Thomas Edward Leechin is a registered representative with Navy Federal Investment Services, LLC. Thomas has been in the securities industry for over 23 years, with prior experience at T. Rowe Price Investment Services, Inc., Nations Financial Group, Inc., Medallion Equities, Inc. and The First American Investment Banking Corporation. Thomas is licensed in Florida and offers a variety of services including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/04/2017 - Present
Navy Federal Investment Services, LLC (VIENNA VA)
FL
08/18/2005 - 05/15/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
01/14/2003 - 06/03/2005
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
GA
06/13/2001 - 01/02/2003
MEDALLION EQUITIES, INC. (MARIETTA GA)
FL
05/07/1998 - 06/22/2001
THE FIRST AMERICAN INVESTMENT BANKING CORPORATION (TAMPA FL)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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