Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Boisvert is a financial advisor registered with Commonwealth Financial Network, based in Fort Myers, Florida. Leo has been in the financial services industry since 1992. Before joining Commonwealth Financial Network, Leo worked as a financial advisor at UBS Financial Services Inc. and McDonald Investments Inc. Leo holds a number of licenses and certifications, including Series 7, Series 10, Series 31, and Series 65. Commonwealth Financial Network provides a wide range of financial services, including investment advisory, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/16/2006 - Present
Commonwealth Financial Network (FORT MYERS FL)
FL
04/26/2002 - 10/31/2006
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
OH
06/06/1997 - 05/03/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
09/14/1992 - 06/12/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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