Unclaimed
Leonid Gertsberg is a financial professional with over 8 years of experience in the financial services industry. Leonid is currently registered with Equitable Distributors, LLC, and has been with the firm since 2016. Previously, Leonid worked for SUMMIT EQUITIES, INC. Leonid holds a Series 7, Series 66, and SIE licenses. Leonid is registered with the following states: Connecticut, Florida, Georgia, Maryland, New Jersey, New York, Virginia, West Virginia, and Wisconsin.
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.
1
2
NC
04/22/2016 - Present
Equitable Distributors, LLC (Charlotte NC)
NJ
06/12/2015 - 04/20/2016
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 02/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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