Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony William Leo is a financial advisor with over 25 years of experience. Anthony has been with LPL Financial LLC since 2010. Anthony is a registered representative and investment advisor in the states of New York, Pennsylvania and Texas. Anthony is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
09/22/2021 - Present
LPL Financial LLC (EAST AMHERST NY)
NY
06/14/2010 - 06/21/2010
LPL FINANCIAL CORPORATION (E. AMHERST NY)
NY
02/23/2004 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (EAST AMHERST NY)
NY
06/20/1997 - 02/25/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MA
09/24/1996 - 05/06/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/24/1996 - 05/06/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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