Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Thomas Dangelo is a financial advisor with over 40 years of experience. Leonard is a registered representative with Osaic Wealth, Inc., a firm with over 40,000 clients. Leonard has previously worked with PENN PLAZA BROKERAGE, LTD. and FIRST INVESTORS CORPORATION. Leonard holds Series 63, 65, 24, 51 and 26 licenses. Leonard is also registered with several states. Leonard provides financial planning and investment advice to individuals, businesses, pension plans and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
08/12/1988 - 09/03/2009
PENN PLAZA BROKERAGE, LTD. (NEW YORK NY)
NA
01/02/1974 - 07/01/1988
FIRST INVESTORS CORPORATION
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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