Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Paul Leeman is a financial advisor with Steward Partners Investment Advisory, LLC. Thomas has over 20 years of experience in the financial services industry and is registered with the state of Texas as an Investment Advisor Representative and in Virginia as an Investment Advisor Representative and Broker-Dealer Representative. Thomas previously worked with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and A. G. Edwards & Sons, Inc. Thomas is a Series 63, 66, and 7 licensed advisor with a SIE designation. He is an active member of the Downtown Norfolk Council, serving as a Board Member, and is a passive investor in O'Connor Brewing Co., LLC. Thomas specializes in providing financial consulting, financial planning, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
05/07/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
05/06/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Norfolk VA)
VA
01/01/2008 - 05/07/2020
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
VA
12/07/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORFOLK VA)
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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