Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Ludovico is a financial advisor with over 30 years of experience in the industry. Leonard is registered to provide investment advice in New Jersey, and currently works with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC. Leonard has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Leonard offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
12/07/2018 - Present
Cuso Financial Services, LP (Wall Township NJ)
NJ
10/03/2012 - 06/20/2014
PNC INVESTMENTS (CHERRY HILL NJ)
NJ
01/15/2010 - 08/31/2012
LPL FINANCIAL LLC (OCEAN NJ)
MA
04/21/2005 - 11/19/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
10/01/1999 - 03/29/2005
IFMG SECURITIES, INC. (PURCHASE NY)
OR
08/16/1993 - 10/01/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MA
05/23/1991 - 05/25/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/23/1991 - 05/25/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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