Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Aaron Osborne is a financial professional with over 20 years of experience in the industry. He has been a registered representative with MML Investors Services, LLC since February 2007. Leon Aaron Osborne has held previous roles at Prudential Investment Management Services LLC, Prudential Retirement Brokerage Services, Inc., and Phoenix Equity Planning Corporation. Leon Aaron Osborne is a licensed Series 6, Series 7, Series 63, and Series 65 representative and holds the SIE designation.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
02/05/2007 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NJ
12/06/2004 - 06/07/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
07/18/2002 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
CT
08/18/1998 - 08/02/2000
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
01/16/1997 - 01/26/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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