Unclaimed
Leandro Galhardo Fenster is a financial advisor with over 16 years of experience in the industry. Leandro is currently registered with Osaic Wealth, Inc. and has previously worked with firms such as WOODBURY FINANCIAL SERVICES, INC., CAPITAL ONE INVESTING, LLC, and WELLS FARGO ADVISORS, LLC. Leandro specializes in providing financial advice to a variety of clients, including individuals, businesses, and retirement plans. Leandro is dedicated to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (Melville NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Melville NY)
NY
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (WESTBURY NY)
NY
04/22/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (CEDARHURST NY)
NY
09/19/2011 - 01/11/2013
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
06/04/2010 - 06/17/2011
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
NY
10/25/2006 - 03/15/2010
OPPENHEIMER & CO. INC. (HAUPPAUGE NY)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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