Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon McGroarty is an investment advisor representative with McManus Cooper, a firm located in Irvine, CA. Leon is a licensed investment advisor in California and Arizona. Leon has over 30 years of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to individuals and businesses. Leon specializes in retirement planning, college savings, and estate planning. Leon also provides a variety of other financial services, including insurance, tax planning, and business consulting. Leon is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
Solicitor/referral fees
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2
CA
05/22/2013 - Present
McManus Cooper (CHINO HILLS CA)
CA
07/31/2012 - 03/27/2020
SECURITIES AMERICA, INC. (CHINO CA)
CA
08/21/2007 - 07/30/2012
FINANCIAL TELESIS INC (CHINO CA)
CA
03/17/2000 - 08/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
IN
03/17/2000 - 05/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
02/25/1999 - 03/17/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
03/07/1994 - 10/12/1998
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
10/15/1993 - 10/12/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
07/11/1990 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MA
04/13/1989 - 09/29/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/13/1989 - 09/29/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
01/28/1988 - 03/29/1989
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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