Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Browne is a registered investment advisor representative with Eagle Strategies LLC in Melville, New York. Leon has been in the financial services industry since 2014 and is also registered with the State of New York as an investment advisor representative. Leon has worked for several firms including NYLIFE SECURITIES LLC, NYLIFE DISTRIBUTORS LLC and CUNA BROKERAGE SERVICES, INC. Prior to joining Eagle Strategies LLC, Leon was employed by New York Life. Leon is a Series 63, Series 65, and Series 7 licensed representative. Leon holds the SIE exam certification.
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.
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.
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2
NY
01/07/2022 - Present
Eagle Strategies LLC (MELVILLE NY)
NY
12/06/2018 - 11/16/2020
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
12/04/2014 - 12/13/2018
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
06/23/2014 - 11/03/2014
CUNA BROKERAGE SERVICES, INC. (WESTBURY NY)
NY
01/31/2014 - 05/29/2014
AXA ADVISORS, LLC (WOODBURY NY)
IA
Issued 12/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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