Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Anshelevich is a financial professional with over 30 years of experience in the financial services industry. Leonard is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with J.P. Morgan Securities LLC, Southwest Securities, Inc., UBS Financial Services Inc., and Salomon Smith Barney Inc. Leonard has a wide range of experience in the industry and holds Series 3, 7, 63, and 65 licenses as well as the SIE exam. Leonard is a highly experienced and qualified professional and is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
TX
09/20/2017 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
03/26/2010 - 08/11/2017
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
03/11/2005 - 04/22/2010
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NJ
11/09/2001 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/05/1994 - 11/21/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1994
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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