Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Richard Scalercio is a registered representative of LPL Financial LLC and BCR Financial Services, LLC. Leo has been in the securities industry since 1981. Leo holds the Series 6, 7 and 66 securities licenses as well as the SIE. Leo is currently registered in Florida, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and West Virginia. Prior to LPL Financial LLC, Leo worked for OSAIC FS, INC., Ameriprise Financial Services, INC., IDS Life Insurance Company, American Express Service Corporation, IDS Financial Services INC., Pruco Securities Corporation, Financial Estate Planning, and First Investors Corporation. Leo's experience includes consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Consulting and other non-discretionary advisory services
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
CA
08/06/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
04/09/2012 - 08/05/2024
OSAIC FS, INC. (WEXFORD PA)
PA
01/14/1985 - 04/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)
MN
09/23/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/30/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
01/14/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
01/24/1983 - 01/29/1985
PRUCO SECURITIES CORPORATION
NA
06/04/1981 - 11/02/1982
FINANCIAL ESTATE PLANNING
NA
03/02/1981 - 10/06/1982
FIRST INVESTORS CORPORATION
BOTH
Issued 11/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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