Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Wesley Boord is a financial professional with over 50 years of experience in the financial services industry. Leonard is currently registered with Oneamerica Securities, Inc., where Leonard provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Prior to joining Oneamerica Securities, Inc., Leonard worked for a number of other financial institutions, including The O.N. Equity Sales Company, Park Avenue Securities LLC, and Guardian Investor Services Corporation. Leonard has a strong track record of success and is committed to providing his clients with the highest level of service.
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
OH
12/20/2022 - Present
Oneamerica Securities, Inc. (Oakwood OH)
OH
08/13/2021 - 12/21/2022
THE O.N. EQUITY SALES COMPANY (Dayton OH)
OH
07/29/2021 - 08/27/2021
ONEAMERICA SECURITIES, INC. (Oakwood OH)
OH
09/05/2008 - 07/29/2021
THE O.N. EQUITY SALES COMPANY (DAYTON OH)
OH
05/03/1999 - 10/02/2008
PARK AVENUE SECURITIES LLC (DAYTON OH)
NY
06/12/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
07/05/1994 - 12/31/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
12/12/1988 - 05/08/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
04/11/1969 - 12/31/1989
THE O.N. EQUITY SALES COMPANY
NA
06/23/1986 - 11/22/1988
FOCUS SECURITIES, INC.
NA
01/30/1984 - 06/25/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
04/23/1981 - 02/10/1984
GUARDIAN INVESTOR SERVICES CORPORATION
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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