Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Silvio Morano is a financial advisor with over 20 years of experience in the industry. Leonard is currently registered with MWA Financial Services Inc. and previously worked with Transamerica Financial Advisors, Inc., Sagepoint Financial, Inc., American General Securities Incorporated, Nationwide Advisory Services, Inc., and Pruco Securities Corporation. Leonard has a strong background in securities and investment company products, and he is committed to providing his clients with personalized financial advice. He specializes in financial planning, portfolio management, and selecting other advisors for his clients. Leonard is dedicated to helping his clients 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.
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
FL
09/03/2021 - Present
MWA Financial Services Inc. (Windermere FL)
FL
06/12/2014 - 08/24/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (ORLANDO FL)
FL
01/06/2014 - 04/24/2014
SAGEPOINT FINANCIAL, INC. (FT LAUDERDALE FL)
AZ
05/09/2001 - 07/23/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
OH
05/18/1998 - 05/09/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NJ
07/27/1987 - 11/10/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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