Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Leonard is a financial advisor with over 20 years of experience in the industry. John has a strong background in investments, having worked with several prominent firms including OppenheimerFunds Distributor, Inc., DWS Investments Distributors, Inc and CitiStreet Advisors LLC. John currently works for Pimco Investments LLC. John holds a variety of licenses and certifications, including Series 3, SIE, Series 7, Series 6, and Series 24. John is registered to provide investment advice in 53 states and the District of Columbia.
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
CA
07/03/2019 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NY
06/09/2011 - 05/27/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
12/15/2003 - 06/02/2011
DWS INVESTMENTS DISTRIBUTORS, INC (BOSTON MA)
CT
06/11/2001 - 12/01/2003
CITISTREET ADVISORS LLC (WINDSOR CT)
BC
Issued 11/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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