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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Martin Walsh is an investment advisor representative with Equitable Advisors, LLC. Leo Martin Walsh has been in the financial industry since March 9, 1989 and has a long history of providing investment advice. Leo Martin Walsh has passed both the Series 63 and Series 65 exams as well as the Series 7, Series 6 and SIE exams. Leo Martin Walsh is registered to provide investment advice in the following states: Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, and Pennsylvania. Leo Martin Walsh has been affiliated with Equitable Advisors, LLC since 1999. Prior to that, Leo Martin Walsh worked for The Equitable Life Assurance Society of the United States.
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
NJ
03/19/2012 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NY
03/10/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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