Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Buffy? Claim Your ProfileBuffy Armstrong Leonard is a financial advisor with Janney Montgomery Scott LLC. Buffy has been in the financial industry since 2000 and has a strong background in securities, investment advising, and financial planning. Buffy has passed the Series 7, SIE, and Series 63 exams, as well as the Uniform Investment Adviser Law Examination (Series 65). Buffy has experience working with individual clients, high net worth individuals, corporations, and institutions. Buffy specializes in portfolio management, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
04/29/2024 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
09/09/2002 - 12/17/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/23/2000 - 09/04/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/28/2000 - 10/19/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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