Mechele LeonardCRD Number: 7113302
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mechele Leonard (CRD# 7113302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Bank Of America, N.a.||Sarasota, FL||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Sarasota, FL||Apr 2019 - Current||3|
|Geier's Sausage Market||Sarasota, FL||Feb 2019 - Current||3|
|Unemployed||Sarasota, FL||Oct 2018 - Feb 2019||< 1|
|Bank Of America||Sarasota, FL||Jan 2005 - Oct 2018||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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