Michael Leonard
Michael Leonard is a registered investment advisor at MML Investors Services, LLC, based in Charleston, SC, with 30 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2265 Clements Ferry Rd, Ste 206, Charleston, SC, 29492
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Michael is an insurance agent selling life, annuities, and health insurance since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
PFS Investments INC.Broker
State Registrations32 states
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
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