Unclaimed
Leonard Cooperman is an investment advisor representative with MJC Advisors, LLC. Leonard is registered with the state of Maryland, New York, and Texas. Leonard has been in the industry since September 2013. Leonard's areas of expertise include financial planning and portfolio management for individuals. Previous firms include CREDIT SUISSE SECURITIES (USA) LLC, GRUPPO, LEVEY & CO., and BEAR, STEARNS & CO. INC..
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.
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.
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MD
05/07/2015 - Present
MJC Advisors, LLC (LUTHERVILLE MD)
NY
10/10/2011 - 09/11/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
02/02/2009 - 10/19/2011
GRUPPO, LEVEY & CO. (NEW YORK NY)
NY
09/08/2005 - 06/11/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 01/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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