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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Cannon is a registered investment advisor representative with Cuso Financial Services, LP. Leonard has been working in the financial industry since 2004 and has a broad range of experience in investment management, financial planning and portfolio management for individuals and businesses. Leonard holds several licenses including Series 63, Series 65, Series 7 and SIE, and has been registered in several states including Massachusetts, Texas, Florida, Maine, New Hampshire, New Jersey, North Carolina, South Carolina and Utah. Leonard has worked at Westminster Financial Securities, Inc. and Citigroup Global Markets Inc. prior to joining Cuso Financial Services, LP. Leonard has been registered with Cuso Financial Services, LP since 2013. Cuso Financial Services, LP is a large firm with a diverse client base, providing services to individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses. Cuso Financial Services, LP offers a wide range of financial services including financial planning, portfolio management, and pension consulting.
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
MA
12/22/2023 - Present
Cuso Financial Services, LP (LUNENBURG MA)
NH
05/29/2009 - 02/19/2013
WESTMINSTER FINANCIAL SECURITIES, INC. (BEDFORD NH)
NH
09/17/2004 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (MANCHESTER NH)
IA
Issued 10/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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