Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonid? Claim Your ProfileLeonid Berline is a financial advisor at Armstrong Advisory Group Inc., a firm based in Needham, MA. Leonid is a registered Investment Advisor Representative. Leonid has been in the financial services industry for over two decades, with a focus on financial planning and portfolio management. Leonid's primary clients include individuals and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
04/28/2022 - Present
Armstrong Advisory Group Inc. (NEEDHAM MA)
TN
10/08/2021 - 02/10/2022
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
MA
06/23/2021 - 02/10/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
10/14/2005 - 06/15/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
12/16/2003 - 12/31/2014
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
MA
03/08/2001 - 12/04/2002
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/26/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/31/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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