Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Christopher Leonhardt is a financial advisor in St. Louis, Missouri. Todd Leonhardt has been in the financial services industry since May 1988. Todd Leonhardt is a Certified Financial Planner. Todd Leonhardt is registered with Benjamin F. Edwards & Company, Inc. Prior to joining Benjamin F. Edwards & Company, Inc. Todd Leonhardt was registered with WELLS FARGO ADVISORS, LLC., A. G. EDWARDS & SONS, INC., THOMAS JAMES ASSOCIATES, INC. and HIBBARD BROWN & CO., INC.. Todd Leonhardt currently works with 23 clients. Todd Leonhardt specializes in retirement, college savings, investment strategies, and estate planning.
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.
1
2
MO
06/15/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NJ
01/01/2008 - 08/09/2011
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NJ
09/29/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RED BANK NJ)
NY
01/12/1990 - 10/02/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
06/21/1988 - 02/02/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
05/25/1988 - 06/30/1988
DONALD & CO. SECURITIES INC.
BC
Issued 07/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/16/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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