Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Scandariato is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, Illinois. Leonard has been working in the financial industry since August 1984. Leonard holds Series 63, Series 65, and Series 7 licenses. Leonard has previous experience with Oppenheimer & Co. Inc. and CIBC World Markets Corp. Leonard has been registered with the Securities and Exchange Commission (SEC) since 2023. Leonard is a financial advisor who provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/14/2023 - Present
B. Riley Wealth Advisors, Inc. (Chicago IL)
IL
01/03/2003 - 07/21/2023
OPPENHEIMER & CO. INC. (CHICAGO IL)
NY
01/02/1986 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
08/21/1984 - 01/15/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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