Unclaimed
Leonard Hirsh is a financial advisor with Seia, a registered investment advisor with offices in Los Angeles and Redondo Beach, CA. Leonard has been in the securities industry since April 20, 2015, and has experience working with high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Leonard holds a CA Insurance license and is a Certified Financial Planner. Leonard provides financial planning, portfolio management, and educational seminars for individuals and businesses.
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.
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.
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
05/16/2022 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 07/25/2023
OSAIC WEALTH, INC. (REDONDO BEACH CA)
CA
02/09/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
NY
08/18/2000 - 06/07/2001
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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