Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Joseph Silvester is a registered representative with Oppenheimer & Co. Inc. Leonard has been in the industry since January 7, 1992 and has a wide range of experience in the financial services industry, including positions at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, UBS Financial Services Inc., Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leonard is licensed in 22 states and has passed a number of industry exams including Series 7, 3, 31, 9, 10, 63 and 65. Leonard is also a member of the Northern Allegheny County Rotary Club and serves as Treasurer.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/23/2014 - Present
Oppenheimer & Co. Inc. (MONROEVILLE PA)
PA
03/13/2009 - 07/24/2014
RBC CAPITAL MARKETS, LLC (SEWICKLEY PA)
PA
11/01/2004 - 03/13/2009
FERRIS, BAKER WATTS, LLC (SEWICKLEY PA)
NJ
03/09/2001 - 11/08/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/20/1994 - 03/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/08/1992 - 12/23/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/03/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1996
Series 3 - National Commodity Futures Examination
BC
Issued 02/06/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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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