Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Isaacs is a financial advisor with over 24 years of experience in the industry. Leonard is registered with Eagle Strategies LLC, and holds licenses in multiple states. Leonard specializes in providing financial planning and investment advisory services to high-net-worth individuals, corporations and charitable organizations. Leonard has been a registered representative for Eagle Strategies LLC since 2021, and was previously registered with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.
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.
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
NY
08/07/2021 - Present
Eagle Strategies LLC (New York NY)
WI
01/09/1999 - 09/12/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/07/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
05/16/1997 - 02/03/1998
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 7/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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