Patrick Leon Email & Phone Number

Financial Advisor @ LPL Financial

5 free lookups per month.

Patrick Leon's Location

West Lafayette, IN, US

Patrick Leon's Work

Financial Advisor @ LPL Financial
Associate Financial Advisor @ CUNA Brokerage Services, Inc
Registered Representative @ Purdue Federal Credit Union

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Financial Specialist @ Purdue Federal Credit Union
Sales Assistant @ Summit Financial Group, Inc.

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Patrick Leon's Education

Purdue University
Financial Counseling & Planning
2000 - 2004
Jefferson High School
1997 - 2000

Patrick Leon's Skills

Series 7
Series 63
College Savings Plans

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529 Plans
Roth IRA
Traditional IRA
Annuity Sales
Life Insurance
Mutual Funds
Retirement Planning

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Patrick Leon's Summary

Patrick Leon, based in West Lafayette, IN, US, is currently a Financial Advisor at LPL Financial, bringing experience from previous roles at CUNA Brokerage Services, Inc, Purdue Federal Credit Union and Summit Financial Group, Inc.. Patrick Leon holds a 2000 - 2004 Financial Counseling & Planning @ Purdue University. With a robust skill set that includes Series 7, Series 63, College Savings Plans, 529 Plans, Roth IRA and more, Patrick Leon contributes valuable insights to the industry. Patrick Leon has 2 emails and 1 mobile phone number on RocketReach.

Patrick Leon Email Address

Found 2 email address listings:

Patrick Leon Phone Number

Found 2 phone numbers:

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