Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Sirvaitis is a wealth manager with over 40 years of experience in the financial services industry. Leon is currently registered with Osaic Wealth, Inc. in Colorado and Nevada. Prior to joining Osaic Wealth, Inc., Leon was registered with Triad Advisors, LLC in Colorado, J.J.B. Hilliard, W.L. Lyons, LLC in Michigan, Raymond James & Associates, Inc. in Florida, Roney & Co. in Michigan, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. Leon has a broad range of experience working with individuals, businesses, and institutions.
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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2
CO
08/23/2024 - Present
Osaic Wealth, Inc. (Colorado Springs CO)
CO
04/11/2019 - 08/23/2024
TRIAD ADVISORS LLC (Colorado Springs CO)
MI
06/09/2000 - 04/01/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (ANN ARBOR MI)
FL
06/17/1998 - 06/20/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
10/16/1987 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
08/05/1985 - 10/23/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/19/1981 - 08/22/1985
PAINEWEBBER INCORPORATED
IA
Issued 01/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/1994
Series 4 - Registered Options Principal Examination
BC
Issued 05/23/1988
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1982
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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