Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Edelman is a financial advisor registered with Vanguard Advisers, Inc. Leon has been working in the financial industry since May 2011. Leon holds the Series 6, Series 7, and Series 63 licenses, as well as the Series 24 license. Leon has a CFP designation and is registered in Pennsylvania and Texas. Leon specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Leon has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/08/2022 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
06/25/2009 - 03/04/2010
METLIFE SECURITIES INC. (ALLENTOWN PA)
BC
Issued 06/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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