Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Dedo is a financial advisor with UBS Financial Services Inc. Leonard has been in the industry since 2004. Leonard is registered to provide investment advice in several states, including Illinois, Texas, California, Colorado, Connecticut, Florida, Massachusetts, Minnesota, Montana, Nevada, South Carolina, Utah, and Wisconsin. Leonard holds the Series 3, Series 7, Series 31, and Series 66 securities licenses. Leonard's expertise includes financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Leonard is a member of the Lake Forest-Lake Bluff Rotary Club Foundation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
06/15/2007 - Present
UBS Financial Services Inc. (NORTHBROOK IL)
BOTH
Issued 11/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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