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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Mangiaracina is a financial advisor with Morgan Stanley. Leonard has been in the industry since February 2005. Leonard is registered with the state of Maryland. Leonard is also registered with the state of Texas and the Financial Industry Regulatory Authority (FINRA) as a registered representative. Previously, Leonard worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC, and Commerce Capital Markets, Inc. Leonard has passed several industry exams, including the Series 31, Series 52, Series 63, Series 66, Series 7, and Series 53.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MD
02/17/2023 - Present
Morgan Stanley (POTOMAC MD)
MD
03/19/2010 - 02/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)
DC
03/06/2007 - 03/25/2010
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
PA
01/13/1998 - 01/31/2000
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
BOTH
Issued 03/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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