Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Brian Kirkorian is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Leonard has been in the financial industry since 1986 and has experience working with a variety of clients, including individuals, businesses, corporations, and institutions. Leonard is also registered with several state securities authorities, including California and Texas. Leonard holds a variety of licenses and certifications, including the Series 7, Series 10, and Series 65 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRESNO CA)
CA
10/26/2001 - 10/23/2006
MORGAN STANLEY DW INC. (FRESNO CA)
CA
05/02/2001 - 10/16/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/25/1997 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
01/05/2001 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
04/03/1990 - 08/07/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
12/01/1986 - 04/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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