Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard W. Warner is an investment advisor representative with Osaic Wealth, Inc. Leonard has been in the industry since 1973 and is registered with the state of Texas and 11 other states. Leonard has a Series 7TO, SIE and Series 1 license and is a Chartered Financial Consultant. Leonard is also an agent for Advisors Financial Group, and offers various types of insurance. Osaic Wealth, Inc. manages over $94 billion in assets and provides a variety of investment advisory services to individuals, businesses and institutions. The firm has a broad client base with a significant focus on individuals 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.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
IN
04/18/1973 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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