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Joseph L Leon

Silver OAK Securities, Inc.

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About Joseph L Leon

Joseph Leon is a financial professional with over 5 years of experience in the financial services industry. Joseph has a Series 6, 7, 63, and 65 license and has worked with clients from various backgrounds. Joseph is currently a registered representative at Silver Oak Securities, Inc. and a Registered Investment Advisor in Pennsylvania. Joseph is dedicated to helping clients achieve their financial goals.

Firm Information

Joseph Leon is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Leon’s Registration & Firm History

PA

03/07/2023 - Present

Silver OAK Securities, Inc. (Lititz PA)

PA

11/26/2019 - 03/15/2023

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)

PA

06/28/2018 - 11/21/2019

MML INVESTORS SERVICES, LLC (LANCASTER PA)

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Licenses & Designations

IA

Issued 04/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph L Leon.
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