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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Goodman is a financial advisor with Osaic Wealth, Inc. based in El Paso, TX. Leonard has been in the financial services industry since 1981. Leonard holds Series 6, 7, 22, 24, 26, 63, and 65 licenses. Leonard's experience spans multiple firms, including SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Leonard specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (EL PASO TX)
TX
08/03/1981 - 11/02/2018
SIGNATOR INVESTORS, INC. (EL PASO TX)
MA
08/03/1981 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/31/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/01/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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