Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Schettino is an investment advisor representative registered with Raymond James & Associates, Inc. Leonard has been in the industry since August 27, 2002. Leonard has experience in providing investment advice and financial planning services to individuals, businesses, and institutions. Leonard holds Series 7, Series 31, and Series 66 securities licenses. Leonard is also registered as an investment advisor representative in Florida and Texas. Leonard has previously worked for Morgan Keegan & Company, Inc., Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., Morgan Stanley DW Inc., and Quest Capital Strategies, Inc. Leonard's office is located at 2893 Executive Park Drive, Suite 305, Weston, FL 33331.
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.
Please see note in schedule d - miscellaneous
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
FL
06/28/2018 - Present
Raymond James & Associates, Inc. (Weston FL)
FL
01/02/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
FL
01/01/2008 - 01/22/2009
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
FL
10/12/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT. LAUDERDALE FL)
NY
11/15/1999 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/20/1999 - 11/19/1999
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 12/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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