Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Reichle is a financial advisor with Oppenheimer & Co. Inc. in The Woodlands, Texas. Leo has been in the financial industry for over 29 years. Prior to joining Oppenheimer, Leo was with HILLTOP SECURITIES INDEPENDENT NETWORK INC. and CENTURY SECURITIES ASSOCIATES, INC. Leo is registered with the state of Texas as both a Registered Representative (BC) and an Investment Advisor Representative (IA). Leo is also a Series 7 and Series 63 licensed holder. Leo provides financial planning, portfolio management services to individuals, businesses, pooled investment vehicles and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/25/2018 - Present
Oppenheimer & Co. Inc. (THE WOODLANDS TX)
TX
02/26/2016 - 11/26/2018
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (Houston TX)
TX
08/16/2002 - 03/08/2016
CENTURY SECURITIES ASSOCIATES, INC. (HOUSTON TX)
NY
06/16/2000 - 08/22/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
06/18/1998 - 06/28/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
02/07/1996 - 07/14/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
MD
01/30/1995 - 02/15/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
09/01/1993 - 02/07/1995
ALEX. BROWN & SONS INCORPORATED
TX
06/14/1990 - 09/14/1993
MMAR GROUP, INC. (HOUSTON TX)
NA
12/21/1989 - 05/21/1990
MASTERSON MORELAND SAUER WHISMAN, INC.
IA
Issued 06/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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