Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Cassin is a financial advisor with over 9 years of experience in the securities industry. Leonardo is currently registered with Causeway Securities LLC in Wheaton, Illinois. Prior to joining Causeway Securities LLC, Leonardo was employed by ICAPITAL MARKETS LLC in New York, New York. Leonardo holds the Series 63, Series 7, and SIE licenses.
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.
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.
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IL
08/13/2024 - Present
Causeway Securities LLC (WHEATON IL)
NY
07/30/2014 - 01/02/2024
ICAPITAL MARKETS LLC (NEW YORK NY)
BC
Issued 10/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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