Michael LeoneCRD Number: 4437353
Current Firm: Axa Advisors, LLC
Michael Leone (CRD# 4437353) is an Investment Advisor Representative working at Axa Advisors, LLC in Syracuse, NY and has over 16 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Axa Advisors, LLC||New York, NY||Apr 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY