Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Leonard is a financial professional with experience in the securities industry. Brian is currently registered with M&T Securities, Inc. in Rochester, NY and holds Series 63, SIE and Series 79TO licenses. Brian previously worked with Citizens JMP Securities, LLC and Citizens Capital Markets in Boston, MA.
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.
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.
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2
NY
03/13/2024 - Present
M&T Securities, Inc. (Rochester NY)
MA
08/01/2023 - 12/08/2023
CITIZENS JMP SECURITIES, LLC (BOSTON MA)
MA
05/20/2022 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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