Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Sheer is an experienced financial professional, having worked in the industry since 2001. Leonard holds several licenses and certifications, including Series 7, Series 24, Series 63, and SIE. Leonard is currently registered with Piper Sandler & Co., a firm known for its strong presence in the financial industry, and has previously worked for notable firms such as Cowen and Company, Gleacher & Company Securities, Inc., Lehman Brothers Inc., BNY Capital Markets Inc., and Fieldstone Services Corp. Leonard specializes in portfolio management for businesses and has experience providing analytical reports and public finance consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
NY
02/19/2015 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
07/06/2010 - 02/24/2015
COWEN AND COMPANY (NEW YORK NY)
NY
04/13/2009 - 06/24/2010
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
05/01/2006 - 06/21/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/08/1999 - 04/24/2006
BNY CAPITAL MARKETS INC. (NEW YORK NY)
NY
01/27/1999 - 08/27/1999
FIELDSTONE SERVICES CORP. (NEW YORK NY)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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