Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Clarizio is a financial advisor with over 40 years of experience in the industry. Leonard is currently registered with Ameriprise Financial Services, LLC, and has been with the firm since 2014. Prior to that, Leonard worked at various firms, including American Portfolios Financial Services, Inc., Walnut Street Securities, Inc., and Cadaret, Grant & Co., Inc. Leonard offers a variety of financial services including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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
NJ
07/14/2014 - Present
Ameriprise Financial Services, LLC (Florham Park NJ)
NJ
07/21/2008 - 07/18/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WEST PATERSON NJ)
NJ
08/01/2003 - 07/22/2008
WALNUT STREET SECURITIES, INC. (WEST PATTERSON NJ)
NY
01/11/1990 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/03/1982 - 01/12/1990
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
04/28/1971 - 05/27/1971
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
01/19/1968 - 05/27/1971
HARVEY MARCH AND CO INC
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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