Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Malnik is a financial advisor in Clarksville, Maryland, with over 30 years of experience in the industry. Leon is currently registered with Malnik Wealth Management, LLC and is also an agent for PKS Financial and a few other firms. Leon has a strong background in fixed insurance and annuity business, and provides portfolio management services to both individuals and high-net-worth individuals. Leon has been a Registered Representative for over two decades and currently holds Series 6, 7, 63, 66, 99TO and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/14/2022 - Present
Malnik Wealth Management, LLC (CLARKSVILLE MD)
MD
05/25/2021 - 07/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (Clarksville MD)
MD
01/26/2012 - 05/12/2021
FSC SECURITIES CORPORATION (CLARKSVILLE MD)
MD
12/13/2004 - 02/03/2012
LPL FINANCIAL LLC (CLARKSVILLE MD)
MA
05/23/2003 - 12/31/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
10/10/2003 - 10/21/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
05/07/1993 - 05/20/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
03/01/1993 - 05/10/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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