Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Jay Suskind is an active investment advisor representative with UBS Financial Services Inc., based in Hallandale Beach, FL. Leonard has been in the financial industry since 1983. Leonard has passed the Series 7, Series 15, and Series 63 exams and the SIE exam. Leonard has also been registered in 28 states. Prior to joining UBS, Leonard was associated with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and LEHMAN BROTHERS INC.. Leonard specializes in retirement planning, asset allocation, investment management, financial planning, and estate planning. Leonard is a member of the board of directors for the David Poznak Jewish Community Center in FL, and has served as a board member of the Venture for America organization.
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.
See schedule d - miscellaneous
1
2
FL
02/28/2013 - Present
UBS Financial Services Inc. (Hallandale Beach FL)
FL
06/01/2009 - 03/11/2013
MORGAN STANLEY (AVENTURA FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NY
07/20/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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