Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonedas? Claim Your ProfileLeonedas Kalamaras has been working in the financial industry since 2001. Leonedas is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Leonedas is registered with the state of Connecticut and New York as an Investment Adviser Representative and with several other states as a Broker. Leonedas has Series 7, 31 and 65 licenses and is licensed to sell securities in 26 states. Leonedas provides financial planning services, portfolio management for individuals and selection of other advisors. Leonedas is a specialist in Asset Allocation, Fixed Income and Equity Investments.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CT
08/13/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (STAMFORD CT)
NY
03/17/2009 - 08/14/2012
WELLS FARGO ADVISORS, LLC (RYE BROOK NY)
NY
12/10/2004 - 01/29/2009
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TARRYTOWN NY)
NY
12/10/2004 - 01/29/2009
MUTUAL OF AMERICA SECURITIES CORPORATION (TARRYTOWN NY)
NY
08/03/2001 - 12/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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