Unclaimed
Leonardo Fiorentino is a financial advisor at J.P. Morgan Securities LLC. Leonardo has been in the financial services industry since 1998 and has a wide range of experience in investments and financial planning. Leonardo is registered with FINRA and holds the Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Leonardo specializes in working with individuals, corporations, and other businesses. Leonardo provides investment advice, portfolio management services, financial planning, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/19/2021 - Present
J.p. Morgan Securities LLC (BABYLON NY)
NY
03/13/2008 - 03/07/2018
SCOTTRADE, INC. (LYNBROOK NY)
NY
08/15/2005 - 04/11/2007
HSBC SECURITIES (USA) INC. (LEVITTOWN NY)
IL
04/03/2003 - 08/09/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NE
02/02/1998 - 03/03/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/28/1994 - 10/07/1994
A. R. BARON & CO., INC. (NEW YORK NY)
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leonardo Fiorentino is the right advisor for you? Invested Better is here to help.