Michael Charles Leonard

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 03/2017
  Metlife Resources
  Atlanta, GA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Charleston, SC
• 03/2017 → Present
  Mml Investors Services, Llc
  Charleston, SC

Previous Registrations

• 2005-12-06 → 2017-03-25
  Msi Financial Services, Inc.
  Charlotte, NC
  Charleston, SC
  Atlanta, GA
  Awendaw, SC
  Atlanta, GA
  Daniel Island, SC
  Mount Pleasant, SC
  N. Charleston, SC
  Charleston, SC
  Springfield, MA
  Springfield, MA
  Atlanta, GA
  Charleston, SC
• 2005-05-17 → 2005-12-31
  Metlife Investment Fund Services Llc
  Greenville, SC

Other Businesses

Name: Michael Leonard Inv rel: Y Add: 2265 Clements Ferry Road, Ste 206,Charleston, SC 29492 Nature: Outside Insurance Sales Position: Agent Start date: 09/10/2019 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Life, Annuities, and Health Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-12
• S63 Uniform Securities Agent State Law Examination
  1996-04-25

Other Names

• Michael Charles Leonard
• Michael Leonard
• Michael C Leonard
• Michael C Leonard
• Mike Leonard
• Mike C Leonard