Unclaimed
Carl David Leschinski is a registered representative with Aegis Capital Corp. Carl has been in the securities industry since August 4, 1996. Carl has worked with several firms over the course of his career, including Dawson James Securities, Inc., ViewTrade Financial, National Securities Corporation, The Agean Group, Inc, H.J. Meyers & Co., Inc., Patterson Travis, Inc. and Americorp Securities, Inc. Carl is licensed in Arizona, California, Florida, Illinois, Indiana, Maryland, New Jersey, New York, North Dakota, and Pennsylvania. Carl specializes in portfolio management for individuals, businesses and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/21/2021 - Present
Aegis Capital Corp. (MANASQUAN NJ)
NJ
10/26/2004 - 10/12/2021
DAWSON JAMES SECURITIES, INC. (MANASQUAN NJ)
FL
09/26/2002 - 10/26/2004
VIEWTRADE FINANCIAL (BOCA RATON FL)
FL
08/31/2000 - 10/04/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
09/23/1998 - 09/20/2000
THE AGEAN GROUP, INC (BOCA RATON FL)
NY
09/09/1997 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CO
02/06/1997 - 09/18/1997
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
NY
08/05/1996 - 02/05/1997
AMERICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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