Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Michael Leonard is a financial advisor with Cornerstone Financial Group. Troy has been in the financial services industry since 2011. Troy is registered to provide investment advice in Arizona, Florida, Illinois, Michigan, Minnesota, Texas, and Wisconsin. Troy has a Series 7 and Series 66 license and the SIE exam. Troy is also licensed to sell insurance. Troy has been with Cornerstone Financial Group since 2012.
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.
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.
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2
WI
01/03/2023 - Present
Cornerstone Financial Group (APPLETON WI)
WI
05/16/2011 - 01/06/2023
PRINCIPAL SECURITIES, INC. (Appleton WI)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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