Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Leone is an investment advisor representative who has been in the financial services industry for over 15 years. Jeffrey holds both Series 63 and Series 65 licenses as well as a Series 6. Jeffrey currently works with Portfolio Medics, LLC, a firm based in Bonita Springs, Florida. Jeffrey is active in both Massachusetts and Ohio. Jeffrey has extensive experience in providing financial planning services, portfolio management for individuals, and pension consulting. Jeffrey also has experience with other investment advisors and is a licensed insurance agent. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them 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.
Helps you choose top advisors aligned with your financial goals.
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
MA
05/02/2023 - Present
Portfolio Medics, LLC (Springfield MA)
MA
05/01/2017 - 08/22/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPRINGFIELD MA)
CT
01/23/2015 - 05/12/2016
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
09/10/2012 - 01/26/2015
MML INVESTORS SERVICES, LLC (ENFIELD CT)
MA
04/16/2012 - 08/30/2012
LPL FINANCIAL LLC (FEEDING HILLS MA)
MA
08/04/2011 - 04/18/2012
AXA ADVISORS, LLC (AGAWAM MA)
CT
05/28/2009 - 07/18/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
04/01/2008 - 05/18/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (WINDSOR CT)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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