Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard LoPresti is an Investment Advisor Representative at State Farm Investment Management Corp. He has been in the financial services industry since June 1993. Leonard is registered to provide investment advisory services in New Jersey, New York, and Pennsylvania. Leonard has a broad range of experience in the financial services industry, having worked at various firms, including JANNEY MONTGOMERY SCOTT LLC, R.W. PRESSPRICH & CO., and WHITAKER SECURITIES LLC. Leonard holds the Series 7, Series 63, Series 24, and Series 6TO licenses. He is also a Chartered Financial Consultant. Leonard is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
NJ
05/15/2023 - Present
State Farm Investment Management Corp. (Freehold NJ)
NY
02/22/2018 - 06/24/2019
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
09/14/2015 - 02/14/2018
R.W.PRESSPRICH & CO. (NEW YORK NY)
NY
11/07/2011 - 09/09/2015
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
07/10/2008 - 10/06/2011
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
11/21/2005 - 04/15/2008
GFI SECURITIES LLC (NEW YORK NY)
NY
05/05/1999 - 11/21/2005
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
NY
06/08/1995 - 05/04/1999
GARBAN CORPORATES LLC (NEW YORK NY)
NA
11/10/1994 - 05/31/1995
EAGLE STRATEGIES CORP
NY
11/10/1994 - 05/18/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
03/04/1991 - 08/12/1994
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leonard Lopresti is the right advisor for you? Invested Better is here to help.
