Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Weinstein is a financial advisor with Fidelity Personal And Workplace Advisors. Leonard is based in Boston, MA and has been in the industry since April 1996. Leonard is registered in Kentucky, Ohio and Texas. Leonard has licenses for both securities and investment advisory services. In addition to being a Financial Advisor, Leonard is also a Referee for the Cincinnati Polo Club.
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.
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.
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2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
NY
11/13/1994 - 03/27/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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