Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Gelain is a financial advisor with over 20 years of experience in the financial industry. Leonardo is registered with LPL Financial LLC and Grove Point Advisors, LLC, both of which have branch offices in Chesterfield, MO. Leonardo has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Leonardo offers a wide range of financial services, including financial planning, portfolio management, and investment consulting. Leonardo holds a variety of licenses and certifications, including the Series 6, 7, 26, 63, and 65.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/03/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MO
04/26/2021 - 08/30/2022
SECURITIES AMERICA, INC. (DARDENNE PRAIRIE MO)
NV
05/03/2001 - 04/27/2021
PFS INVESTMENTS INC. (LAS VEGAS NV)
IA
Issued 04/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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