Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Gomez is a financial advisor registered with The Huntington Investment Co. Leonardo has been in the industry since 1999 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Pruco Securities LLC. Leonardo specializes in providing portfolio management services to individuals and businesses. Leonardo offers financial planning services and works with clients to select other advisors, if needed.
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.
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.
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2
IL
12/08/2023 - Present
THE Huntington Investment Co. (CHICAGO IL)
IL
07/11/2023 - 12/01/2023
PRUCO SECURITIES, LLC. (ROSEMONT IL)
IL
11/27/2020 - 07/05/2023
J.P. MORGAN SECURITIES LLC (CAROL STREAM IL)
IL
11/12/2015 - 11/30/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/11/1999 - 01/03/2014
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
IL
02/01/1999 - 02/04/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/28/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 04/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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