Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leonard is a financial advisor with Ameriprise Financial Services, LLC. Thomas has been in the financial industry since 1991 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Thomas holds the Series 7, Series 63, and Series 65 licenses and the SIE. Thomas is registered in 21 states. Thomas specializes in providing financial planning, asset allocation, and investment management services to individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MI
08/21/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
11/24/1998 - 11/06/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
02/09/1993 - 05/19/1998
COMERICA SECURITIES (DETROIT MI)
WI
03/15/1994 - 03/17/1994
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
MI
10/18/1990 - 04/14/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
01/07/1987 - 01/18/1988
OLDE DISCOUNT CORPORATION
IA
Issued 03/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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