Shelley Kay Leonard
Professional Summary
Shelley Kay Leonard, who also goes by Shelley Kay Gluck, is a registered financial advisor currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida and IB CAPITAL LLC located in Boca Raton , Florida. Shelley is registered as a RR (Registered Representative) and started their career in finance in 1993. Shelley has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shelley Kay Gluck
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
IB CAPITAL LLC
Contact Information
Main Address
51 Kings Court Ph, San Juan, PR 00911Mailing Address
51 Kings Court Ph, San Juan, PR 00911Phone Number
(929) 999-7905Established
Puerto Rico since 06/10/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/18/1997)
(7/22/1996)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1993About the Series 6 examSRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Shelley Kay Leonard's CRS (Customer Relationship Summary).
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