Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Leonardi is a financial advisor with over 27 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. and is licensed in Connecticut and New York. Anthony holds the Series 6, 7, 63 and 65 securities licenses as well as the SIE. He is also a Certified Financial Planner. Anthony has a diverse background in financial services including experience with MONY Securities Corporation. Anthony has a passion for helping his clients achieve their financial goals and provides a range of services including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
01/24/2025 - Present
Osaic Wealth, Inc. (SANDY HOOK CT)
NY
06/28/1995 - 01/19/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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