Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Mancini is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Leonard has been in the financial services industry since June 28, 2001, and is registered with FINRA and the state of New Jersey. He has a broad range of experience in financial planning, portfolio management, and retirement planning, and has a strong understanding of the needs of individual investors, corporations, and charitable organizations. Leonard is committed 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.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
06/28/2001 - 07/15/2003
TFS SECURITIES, INC. (LINCROFT NJ)
BOTH
Issued 05/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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