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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 Dale Wyss is a registered investment advisor representative with B.b. Graham & Company, Inc. Leonard Dale Wyss is licensed in California and Washington. Leonard Dale Wyss has been in the securities industry since September 7, 1984. Leonard Dale Wyss also holds licenses with other firms including Newport Coast Securities, Inc., Morgan Peabody, Inc., Brookstreet Securities Corporation, Buttonwood Securities, Inc., Consolidated Investment Services, Inc., and Titan/Value Equities Group, Inc.. Leonard Dale Wyss has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Leonard Dale Wyss is a financial planner specializing in portfolio management for individuals. Leonard Dale Wyss is also a principal at B.b. Graham & Company, Inc.. Leonard Dale Wyss can provide investment advice and portfolio management services for individuals, investment companies, and other investment advisors. Leonard Dale Wyss is also an owner and operator of a tax preparation business.
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.
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
CA
09/08/2016 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
CA
11/06/2008 - 09/01/2016
NEWPORT COAST SECURITIES, INC. (ORANGE CA)
CA
07/17/2007 - 10/29/2008
MORGAN PEABODY, INC. (ORANGE CA)
CA
12/21/1995 - 07/18/2007
BROOKSTREET SECURITIES CORPORATION (ORANGE CA)
NY
01/04/1994 - 01/17/1996
BUTTONWOOD SECURITIES, INC. (NEW YORK NY)
CO
01/15/1992 - 12/15/1993
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
CA
01/04/1991 - 12/31/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
07/27/1984 - 12/31/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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