|
|
|
|
|
|
|
|
Our Profiles
|
Lee LeRoy
Vice President
Assistant Branch Manager
| Address: |
4835 Towne Centre
Suite 103
Saginaw, MI 48604
|
| |
|
| Phone: |
(800) 310-1715
(989) 790-1128
|
| |
|
| Fax: |
(989) 790-7291
|
| |
|
| Email: |
lleroy@hilliard.com |
| |
|
|
Lee is a Vice President and Financial Consultant at Hilliard Lyons. He received an honorable discharge from the United States Army before attending Central Michigan University, where he graduated with both a Bachelor’s and Master’s degree. Lee began his career in the financial services industry in 1996 with First of Michigan brokerage firm as a Financial Consultant. Soon after, he transitioned to Smith Barney as a Second Vice President, Financial Consultant where he formed The LeRoy / Bartnikowski Group.
Lee joined Hilliard Lyons in 2006 and offers more than a dozen years of industry experience to his clients. At Hilliard Lyons, Lee directs investment strategy for The LeRoy / Bartnikowski Group and oversees the research and management of client investments. In addition, Lee holds the FINRA general security license, Series 7, and the FINRA Limited Principal / Branch Manager license Series 9 & 10. Lee resides in Saginaw Township with his wife and two children.
|
| |
|
| Registrations: |
| |
|
|
This Financial Consultant is registered in the following state(s):
AR, FL, KY, MI, OH |
|
|
|
Sarah Bartnikowski, AAMS®, CWA®
Financial Consultant
| Address: |
4835 Towne Centre
Suite 103
Saginaw, MI 48604
|
| |
|
| Phone: |
(800) 310-1715
(989) 790-1127
|
| |
|
| Fax: |
(989) 790-7291
|
| |
|
| Email: |
sbartnikowski@hilliard.com |
| |
|
|
Sarah is a Financial Consultant at Hilliard Lyons. She graduated from Saginaw Valley State University with a Bachelor’s degree. She began her career in 2001 at Smith Barney becoming the second member of The LeRoy /Bartnikowski Group. Sarah received her Chartered Wealth Advisor® (CWA®) designation in 2006. The CWA® certification is awarded only to Hilliard Lyons Financial Consultants who have completed an extensive program concerning the varied aspects of wealth management. The program includes classroom study, self study, case studies, periodic testing and a comprehensive final examination. The CWA® curriculum is offered through The Academy of Multidisciplinary Practice and is accredited by the Estate and Wealth Strategies Institute at Michigan State University.
In addition to this credential, Sarah holds the FINRA general securities license, Series 7. Sarah serves on the Board of Directors of the Saginaw chapter of The National Association of Career Women and is a member of the Saginaw chapter of Women in Leadership. Sarah resides in Saginaw Township with her husband and daughter.
|
| |
|
| Registrations: |
| |
|
|
This Financial Consultant is registered in the following state(s):
AR, FL, IL, KY, MI, OH |
|
|
|
|
|
|
|
© 2010 HILLIARD LYONS. All Rights Reserved.
|
|
J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
|
|
|
|
