Unclaimed
Leonard Digiuseppe is a financial professional with over 30 years of experience in the industry. Leonard is currently registered with LPL Financial LLC. Leonard has a strong background in securities, having held prior roles with firms such as Sigma Financial Corporation, QA3 Financial Corp., Freedom Financial, Inc., Securities Service Network, Inc., and Signator Investors, Inc. Leonard holds the Series 6, Series 63, and SIE licenses, and specializes in working with a variety of client types.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
08/04/2023 - Present
LPL Financial LLC (CLINTON TOWNSHIP MI)
MI
11/11/2005 - 08/04/2023
SIGMA FINANCIAL CORPORATION (CLINTON TOWNSHIP MI)
NE
03/05/2004 - 11/11/2005
QA3 FINANCIAL CORP. (OMAHA NE)
NE
02/16/2000 - 03/05/2004
FREEDOM FINANCIAL, INC. (OMAHA NE)
TN
09/02/1999 - 02/23/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
11/13/1991 - 12/03/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/13/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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