Unclaimed
Leonard Omara is a financial advisor who has been in the industry since July 2009. Leonard is currently registered with Nylife Securities LLC and has been with the firm since February 2018. Previously, Leonard was employed by Goldman, Sachs & Co. and Salomon Smith Barney Inc. Leonard holds a Series 6, 7, 63 and 66 license.
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.
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.
1
2
FL
02/20/2018 - Present
Nylife Securities LLC (SUNRISE FL)
NY
01/10/2003 - 06/13/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/04/2002 - 12/31/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leonard Omara is the right advisor for you? Invested Better is here to help.