Nora LiepoldCRD Number: 1232310
Current Firm: Morgan Stanley
Nora Liepold (CRD# 1232310) is an Investment Advisor Representative working at Morgan Stanley in Akron, OH and has over 25 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Morgan Stanley Smith Barney||Cleveland, OH||Jun 2011 - Current||5|
|John C Ertz||Cleveland, OH||Feb 2011 - Jun 2011||< 1|
|Northwestern Mutual Investment Services, LLC||Cleveland, OH||Jun 2010 - Jun 2011||1|
|John C Ertz||Cleveland, OH||Jun 2010 - Feb 2011||< 1|
|John Groth||Cleveland, OH||May 2010 - Nov 2010||< 1|
|Royal Alliance Associates||Westlake, OH||Mar 2010 - May 2010||< 1|
|Rehmann Financial Group||Westlake, OH||Mar 2010 - May 2010||< 1|
|Pension Builders||Westlake, OH||Aug 2006 - Feb 2010||3|
|Waterstone Financial Group||Itasca, IL||Oct 2006 - Aug 2009||2|
|Unemployed||Olmsted Falls, OH||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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