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Ross Leonard is a registered investment advisor, based in Southfield, MI, with 35 years of industry experience.
Location
20750 Civic Ctr Dr, Ste 590, Southfield, MI, 48076
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2004Settled
Customer Dispute
October 2001Settled
Other Business ActivitiesSells Insurance
Ross is an agent/broker for fixed insurance sales since 2016, dedicating a few hours per week. He is also a member of a networking group since 2020, spending about 10% of his time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
August 2016 - August 2023 · 7 yrs
Securian Financial Services, INC.Broker
July 2016 - August 2023 · 7 yrs 1 mo
Msi Financial Services, INC.
January 2015 - July 2016 · 1 yr 6 mos
Msi Financial Services, INC.Broker
January 2015 - July 2016 · 1 yr 6 mos
New England Securities Corporation
September 2010 - January 2015 · 4 yrs 4 mos
New England SecuritiesBroker
October 2009 - January 2015 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - October 2009 · 10 yrs 6 mos
New England SecuritiesBroker
July 1990 - April 1999 · 8 yrs 9 mos
State Registrations10 states
CAFLGAMINCNYOHPATXWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.