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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 Descartes is an investment advisor representative at TD Private Client Wealth LLC. Leonard has been in the financial industry for over 17 years. Leonard is registered with the state of New York and New Jersey as an Investment Advisor Representative. Leonard holds the following licenses: Series 6, Series 63, Series 65 and SIE. Leonard has experience working with individual investors, high net worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. Leonard specializes in financial planning, portfolio management, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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NY
07/22/2021 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
02/05/2014 - 06/19/2014
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
10/01/2012 - 10/23/2013
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
06/28/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
07/11/2006 - 02/27/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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