Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Paul Rehak is a financial advisor with over 30 years of experience in the industry. Leon has held previous positions at Raymond James & Associates, Inc., Wachovia Securities, LLC, Tucker Anthony Incorporated, Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Leon is currently registered with LPL Financial LLC in the state of Florida, where Leon is based. Leon is a registered representative and investment advisor representative. Leon holds the Series 63, 65, 7 and 31 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
09/27/2022 - Present
LPL Financial LLC (POMPANO FL)
FL
04/16/2004 - 10/18/2016
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
MO
11/20/2000 - 04/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
05/06/1996 - 11/29/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
09/23/1994 - 05/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/14/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/07/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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