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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 Wohletz is a financial advisor with Morgan Stanley. Leonard has been in the financial services industry since 1998. Leonard is registered with the Securities and Exchange Commission and the state of Nevada. Leonard has a Series 7, Series 31, and Series 63 license, as well as a Series 65 license. Leonard is also a registered representative of Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Leonard offers a variety of financial services, including portfolio management for individuals, businesses, and investment companies. Leonard is also a board member of the University of Nevada and the Successor Trustee of an estate. Leonard's expertise includes financial planning, asset allocation advice, and pension consulting. Leonard is committed to providing his clients with the highest level of service and expertise.
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
NV
02/24/2020 - Present
Morgan Stanley (Reno NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RENO NV)
NV
08/26/1998 - 04/02/2007
MORGAN STANLEY DW INC. (RENO NV)
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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