Unclaimed
Leo Michael Wilson is a financial professional with a focus on research analysis. Leo holds the Series 86, 87, and SIE licenses. He is currently registered with Susquehanna Financial Group, Lllp. Leo joined the firm on August 10, 2022.
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.
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.
1
2
NY
09/04/2023 - Present
Susquehanna Financial Group, Lllp (NEW YORK NY)
BC
Issued 09/02/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/23/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Leo Wilson is the right advisor for you? Invested Better is here to help.