Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Alan Gotleib is a financial advisor who has been in the industry since November 1985. Leo Alan Gotleib is currently registered with LPL Financial LLC. Leo Alan Gotleib is also registered as an Investment Advisor Representative in Florida. Leo Alan Gotleib has been registered with LPL Financial LLC since January 2011. Leo Alan Gotleib has also been registered with KESTRA INVESTMENT SERVICES, LLC, Securities America, Inc., Walnut Street Securities, Inc., and Integrated Resources Equity Corporation. Leo Alan Gotleib has passed the Series 6, Series 26 and Series 63 exams. Leo Alan Gotleib also holds the Certified Financial Planner designation. Leo Alan Gotleib provides financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/17/2023 - Present
LPL Financial LLC (DELRAY BEACH FL)
NJ
02/17/2016 - 03/15/2023
KESTRA INVESTMENT SERVICES, LLC (Mt. Laurel NJ)
NJ
01/28/2011 - 02/25/2016
LPL FINANCIAL LLC (MOUNT LAUREL NJ)
NJ
12/17/1992 - 01/28/2011
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
CA
11/13/1989 - 12/17/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
04/25/1986 - 11/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/23/1985 - 05/01/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 02/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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