Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Paul Tallon is a financial professional with over 25 years of experience in the industry. Leo is currently registered with Invesco Distributors, Inc. and has been with the firm since May 2019. Prior to that, Leo worked at OppenheimerFunds Distributor, Inc. and UBS Financial Services Inc. Leo holds the Series 63, Series 7 and Series 24 licenses. Leo is registered to sell securities in 53 states and the District of Columbia.
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.
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2
NY
05/25/2019 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
09/29/2010 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
11/04/1997 - 09/16/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/18/1995 - 01/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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