Who is Leo Stevenson(CRD#: 2701373)?Everything you need to know about Leo Stevenson and their accolades
The Wyandotte Office’s Senior Resident Director is Leo Stevenson, CRPCTM. Leo is a certified retirement planning counselor and a certified retirement benefits consultant. In order to design wealth management plans that will assist his customers in reaching their goals, Mr. Stevenson collaborates with them to understand their priorities and concerns. He focuses on retirement, personal, and business planning. Mr. Stevenson joined Merrill in 1996 and holds a degree in financial administration from Michigan State University.
He is involved in a number of neighborhood organizations, serving on the boards of Focus: HOPE, the Wyandotte Downtown District Authority, a nearby parish’s financial committee, and engaging in a number of charitable projects. He was included on Forbes’ “Best-in-State Wealth Advisors” list for the years 2018 through 2023.
About FIRM:History, achievements, leadership, lawsuits, & disputes
What is Merrill Lynch Wealth Management?
The History of Merrill Lynch Wealth Management
The benefits of using Merrill Lynch Wealth Management
How Merrill Lynch Wealth Management Works
The key features of Merrill Lynch Wealth Management
What is a Financial Advisor?
A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.
The different types of accounts offered by Merrill Lynch Wealth Management
Individual Retirement Accounts (IRAs):
Trusts and estates:
How to open an account with Merrill Lynch Wealth Management
The fees and costs associated with Merrill Lynch Wealth Management
The Merrill Lynch Wealth Management mobile app
The Merrill Lynch Wealth Management website
How to achieve Financial Success with Merrill Lynch Wealth Management
Set clear financial goals:
Monitor your investments:
Diversify your portfolio:
Take advantage of tax-efficient strategies:
Leo Stevenson Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Leo Stevenson
The brokerCheck report of Leo Stevenson includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, arbitration awards, and disclosure events.
To offer stocks or give financial advice, a person must be registered, and they must also declare any regulatory measures taken against them, employment terminations, bankruptcies filed, or criminal or civil legal activities they have been involved in.
The type of disclosure event involved is given below:
Consumer-initiated, investment-related arbitration or civil suit containing allegations of sales practice violations against the individual broker that was dismissed, withdrawn, or denied
Therefore, The customer alleges inappropriate investments and recommendations.
SEC Litigations & Forms
Leo Stevenson Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Leo Stevenson
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Leo Stevenson has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Leo Stevenson that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Theresa Gorin on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
Leo Stevenson Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Leo Stevenson (if available)
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Leo Stevenson using the websites down below:
Sonn Law Group
White Law Group
Israels & Neuman, PLC
You can contact the law firms mentioned above if facing issues with Leo Stevenson or any financial advisor.
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