Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Moscatelli is a financial advisor with City National Securities, Inc. Leonard has been in the financial services industry since 1995. His previous experience includes positions with First Republic Securities Company, LLC, Citigroup Investment Services, Royal Alliance Associates, Inc., and PFS Investments Inc. Leonard holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE and Series 65 exams. He is registered to provide investment advisory services in California and New York. Leonard's current specializations include securities, commodities, insurance, and mutual funds.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
NY
04/01/2021 - Present
City National Securities, Inc. (NEW YORK NY)
NY
07/07/2003 - 08/11/2009
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
05/05/1995 - 05/12/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
AZ
09/27/1994 - 10/26/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
03/17/1994 - 09/06/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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