Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Daniel Martinic is a financial advisor registered with SPC Financial Inc., a firm with a focus on individual and corporate clients. Leo has been a financial advisor since 1999 and has worked with SPC Financial Inc. since its establishment. Leo is registered with the Securities and Exchange Commission (SEC) and holds several professional designations. Leo's practice offers a wide range of services including financial planning, pension consulting, educational seminars, and publication of periodicals.
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
MD
01/01/2001 - Present
SPC Financial Inc. (ROCKVILLE MD)
IL
03/19/1999 - 12/02/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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