Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Lieberman is a financial advisor with over 37 years of experience in the industry. Leon is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in multiple states including Florida, New Jersey, Pennsylvania and Texas. Leon has previously been registered with firms such as Wells Fargo Clearing Services, LLC, Morgan Stanley DW Inc., and PNC Securities Corp. Leon’s specialties include providing investment consulting services to institutional clients as well as providing financial planning services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
07/30/2001 - 01/18/2019
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
NY
03/26/1996 - 07/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
08/23/1995 - 03/08/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
PA
03/22/1993 - 08/23/1995
PNC SECURITIES CORP (PITTSBURGH PA)
PA
09/03/1992 - 04/20/1993
BHC SECURITIES, INC. (PHILADELPHIA PA)
NA
01/04/1988 - 03/23/1993
MIDLANTIC SECURITIES CORP.
NA
12/13/1985 - 01/04/1988
CB BROKERAGE SERVICE, INC.
IA
Issued 04/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/10/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/15/1985
Series 4 - Registered Options Principal Examination
BC
Issued 09/04/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 18 - Securities Industry Rules and Regulations Examination
Active
Inactive
F
FINRA
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