Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Gertz is a financial advisor who has been in the industry since 2013. Leonard is currently registered with Equitable Advisors, LLC, a firm with a strong reputation in the financial services industry. Before joining Equitable Advisors, LLC, Leonard worked at PRUCO SECURITIES, LLC. and ALLSTATE FINANCIAL SERVICES, LLC. Leonard holds several licenses and certifications, including Series 7TO, SIE, and Series 6. Leonard offers financial planning and portfolio management services to 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
IL
05/06/2019 - Present
Equitable Advisors, LLC (DEERFIELD IL)
IL
05/23/2017 - 12/17/2018
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IL
08/08/2013 - 05/19/2017
ALLSTATE FINANCIAL SERVICES, LLC (DOWNERS GROVE IL)
BC
Issued 01/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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