Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Kenneth Monaghan is a registered investment advisor representative with Osaic Wealth, Inc. Leo is a financial professional with over 35 years of experience in the industry. Leo is also a licensed insurance agent and holds a Series 7, Series 63, and Series 65 license. Leo's experience includes working with individuals, families, and businesses. Leo is committed to providing clients with personalized financial advice and guidance. Leo is passionate about helping clients achieve their financial goals. Leo is also an active member of the community. Leo serves on the advisory board of Our Faith, Our Future, Our Children, a charitable educational scholarship organization. Leo is also a committee member for the Class of 1970 Endowment, a scholarship fund for high school students who have overcome great obstacles.
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.
1
2
IA
06/08/2015 - Present
Osaic Wealth, Inc. (MANCHESTER IA)
NA
08/07/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/21/1986 - 08/19/1986
IDS MARKETING CORPORATION
IA
Issued 06/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law 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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