Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard J. Brodsky is a financial advisor at Commonwealth Financial Network. Leonard has been working in the financial industry since March 1987. Leonard's firm is located in New Hope, Pennsylvania, and provides financial advice to individuals, corporations, trusts and retirement plans. Leonard is a registered representative with FINRA and a registered investment advisor with the state of Pennsylvania.
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.
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
PA
07/21/2010 - Present
Commonwealth Financial Network (NEW HOPE PA)
NJ
08/01/2003 - 03/01/2007
WALNUT STREET SECURITIES, INC. (PRINCETON NJ)
NY
01/06/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/02/1988 - 01/06/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/19/1987 - 06/09/1988
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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