Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Manz has been in the financial services industry since February 2007. Leonard is a Certified Financial Planner™ and currently registered with J.P. Morgan Securities LLC. Leonard is also registered in Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Maine, Montana, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, and Vermont. Leonard has been a registered representative with J.P. Morgan Securities LLC since October 2012. Leonard was previously registered with CHASE INVESTMENT SERVICES CORP. from February 2007 until October 2012. Leonard holds Series 6, 7TO, 63 and 66 securities licenses. Leonard is also a registered investment adviser representative in Connecticut and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
02/03/2023 - Present
J.p. Morgan Securities LLC (SOUTHBURY CT)
CT
02/23/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTHBURY CT)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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