Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Wilcox is a financial advisor with over 30 years of experience in the industry. Currently, Leland is registered with Osaic Wealth, Inc. in Connecticut. Before joining Osaic Wealth, Inc., Leland was registered with Securities America, Inc., Investcorp, Inc., Liberty Securities Corporation, and ISFA Corporation. Leland is a Registered Representative and Investment Advisor Representative and holds the Series 7, 79TO, 24, 63, and 65 licenses. Leland has extensive experience in financial planning, portfolio management, and pension consulting. Leland specializes in providing financial advice to individuals, families, and businesses. Leland offers a variety of financial services including retirement planning, college savings planning, investment management, and insurance planning. Leland is committed to providing personalized financial advice to help 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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (MYSTIC CT)
CT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MYSTIC CT)
CT
01/02/1997 - 07/17/2020
INVESTACORP, INC. (SOUTH WINDSOR CT)
NY
05/13/1988 - 01/08/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
05/20/1986 - 05/24/1988
ISFA CORPORATION (APPLETON WI)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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