Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Levinson is a financial advisor registered with Osaic Wealth, Inc. with over 38 years of experience in the financial services industry. Leon is registered in Texas and has passed the Series 6, Series 22, Series 62, Series 63, and Series 65 exams. Leon also holds a CLU designation. Leon works with individuals, high-net-worth individuals, corporations, and other businesses. Leon provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Osaic Wealth, Inc. is a Registered Investment Advisor (RIA) firm with offices in Scottsdale, Arizona, and Houston, Texas.
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.
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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TX
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
MA
05/16/1984 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 07/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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