Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leisman is a financial advisor currently registered with Moloney Securities Asset Management LLC. William has been in the industry since February 21, 1998, and has a wide range of experience working with a variety of clients, including individuals, corporations, and pension plans. William specializes in financial planning, portfolio management, and retirement planning. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
04/02/2020 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
MO
05/04/2011 - 12/05/2013
MONEY CONCEPTS CAPITAL CORP (KANSAS CITY MO)
KS
04/19/2005 - 11/12/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (MISSION KS)
NE
06/10/2004 - 04/19/2005
QA3 FINANCIAL CORP. (OMAHA NE)
NY
04/10/2002 - 07/19/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/27/2002 - 04/12/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/29/2001 - 03/22/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NE
09/03/1998 - 08/30/1999
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
WI
01/20/1994 - 09/18/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/20/1994 - 08/14/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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