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 been in the financial services industry since December 1999. He is a registered investment advisor in Virginia and Texas. Thomas provides financial consulting, financial planning, and portfolio management services to individuals and businesses. He is also registered to provide financial services in Arkansas, California, Colorado, Connecticut, Florida, Georgia, Kansas, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington, West Virginia, and Wisconsin.
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 1/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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