Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Nowak is a financial advisor registered in Michigan. Leonard is a Certified Financial Planner and has been in the industry since 1998. Leonard is currently affiliated with Mainstay Capital Management, LLC and Advisors Capital Management, LLC. Leonard's areas of specialization include: Portfolio Management for Individuals, Financial Planning, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MI
03/17/2017 - Present
Mainstay Capital Management, LLC (GRAND BLANC MI)
TX
08/31/1999 - 03/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/03/1998 - 09/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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