Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leahy is a financial advisor with over 20 years of experience in the industry. William Leahy is registered with PNC Investments and is a licensed investment advisor representative in Michigan. William Leahy has held previous positions at CIG Securities, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Advantage Capital Corporation, Travelers Equities Sales, Inc, Pruco Securities Corporation and The Prudential Insurance Company of America. William Leahy's areas of specialization include retirement planning, college savings, and investment management. William Leahy's firm is PNC Investments, which is a national financial services company that offers a wide range of products and services, including investment management, financial planning, and banking.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
06/05/2012 - Present
PNC Investments (TROY MI)
MI
03/01/2010 - 05/09/2012
CIG SECURITIES (SOUTHFIELD MI)
MI
06/01/2009 - 03/01/2010
MORGAN STANLEY SMITH BARNEY (BLOOMFIELD HILLS MI)
MI
01/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NA
08/15/1994 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION
NA
03/15/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC.
NA
10/07/1991 - 10/09/1992
PRUCO SECURITIES CORPORATION
NA
10/07/1991 - 10/09/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Leahy is the right advisor for you? Invested Better is here to help.
