Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Leeb is a financial advisor with Commonwealth Financial Network, based in Towson, MD. William is a Certified Financial Planner with over 40 years of experience in the financial services industry. William is registered to provide investment advice and securities brokerage services to clients. William has a broad range of experience in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. William is committed to providing personalized and comprehensive financial advice to clients. William is also a co-owner of Financial Council, LLC, a private entity established to facilitate securities, advisory, and insurance business.
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.
1
2
MD
04/23/2009 - Present
Commonwealth Financial Network (TOWSON MD)
MD
02/27/2009 - 04/22/2009
FSC SECURITIES CORPORATION (TOWSON MD)
MD
05/04/1992 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (TOWSON MD)
MD
07/02/1990 - 05/06/1992
THE HOUSE OF SECURITIES COMPANY (FREDERICK MD)
GA
07/06/1989 - 07/03/1990
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
05/10/1988 - 07/13/1989
WILLIAM M. CADDEN & CO., INC.
NA
05/20/1981 - 05/20/1988
ADVANTAGE CAPITAL CORPORATION
IA
Issued 11/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/18/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Leeb is the right advisor for you? Invested Better is here to help.
