Leland T. Scholey
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Leland Tait Scholey, CFA, who also goes by Lee Scholey, was a registered financial professional .
Leland is a previously registered financial professional and started their career in finance in 1987. Leland had worked at 8 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 12, 2010 - December 31, 2012
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
November 11, 2009 - September 24, 2013
FEDERATED SECURITIES CORP.
April 10, 2009 - September 24, 2013
FEDERATED SECURITIES CORP.
February 5, 2009 - September 24, 2013
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
January 28, 2009 - September 24, 2013
FEDERATED INVESTMENT COUNSELING
September 29, 2005 - March 30, 2007
BRADFORD & MARZEC, LLC
November 21, 1994 - March 21, 2005
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
January 4, 1991 - November 21, 1994
PACIFIC SELECT DISTRIBUTORS, LLC
August 21, 1989 - August 31, 1990
FUNDS DISTRIBUTOR, LLC
April 6, 1987 - June 14, 1989
PACIFIC SELECT DISTRIBUTORS, LLC
Primary Firm SEC Registration
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
CRD#: 106277 / SEC#: 801-49470
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
CRD#: 106277 / SEC#: 801-49470
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 74 |
| AUM (Assets Under Management) | $ 14,819,533,515 |
Red Flags
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