Richard LeetCRD Number: 1416264
Current Firm: Nationwide Securities, LLC
Richard Leet (CRD# 1416264) is an Investment Advisor Representative working at Nationwide Securities, LLC in Lakewood, PA and has over 31 years of experience in the finance industry. Richard Leet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Nationwide Advisory Services, Inc.||Lakewood, PA||Sep 1985 - Current||31|
|Nationwide Insurance Company||Columbus, OH||May 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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