Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Stanley Bodnar is an Investment Advisor Representative registered with Tucker Asset Management LLC. Leonard has been working in the financial services industry since 2012. Leonard has passed the Series 63, Series 65, Series 26 and SIE exams. Leonard is currently registered in Pennsylvania. Leonard’s previous experience includes working for PFS Investments INC.
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.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
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2
CO
09/01/2022 - Present
Tucker Asset Management LLC (LITTLETON CO)
PA
01/22/2014 - 08/31/2022
PFS INVESTMENTS INC. (LANCASTER PA)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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