Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Stagnitti is a financial advisor with Stifel, Nicolaus & Company, Inc. located in FORT MYERS, Florida. Leonard has been in the financial services industry since 1993. Leonard has also worked for Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., Marketing One Securities, Inc. and Dean Witter Reynolds Inc. Leonard holds Series 31, Series 7, Series 63 and Series 66 licenses and the SIE exam. Leonard is a registered Investment Advisor representative in Florida and is registered as a broker in Alabama, Florida, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/16/2023 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
NJ
10/01/2000 - 06/09/2015
WELLS FARGO ADVISORS, LLC (HAWTHORNE NJ)
NC
01/01/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
04/29/1994 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
10/08/1993 - 05/03/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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