Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonid? Claim Your ProfileLeonid Palanov is an investment advisor representative who has been in the industry since May 1988. Leonid is currently registered with Ameritas Advisory Services, LLC and has a branch office in Vero Beach, FL. Prior to this, Leonid was associated with Equity Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Leonid holds Series 6, 7, 24, 63, and 65 licenses and provides various advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (VERO BEACH FL)
NH
03/09/2005 - 04/26/2007
EQUITY SERVICES, INC. (BEDFORD NH)
MA
06/09/1983 - 04/17/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/09/1983 - 04/17/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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