Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonidas? Claim Your ProfileLeonidas Isaak is an investment advisor representative with Fisher Investments. Leonidas has been in the industry since 1997 and has held various positions in several financial firms including J.P. Morgan Securities LLC, Medallions Equities, Inc. and WMA Securities, Inc. Leonidas holds the Series 6, 7, 24, 63 and 65 licenses. Leonidas specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Leonidas is also a registered investment advisor in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/05/2024 - Present
Fisher Investments (PLANO TX)
TX
05/05/2014 - 09/17/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
GA
06/07/1999 - 04/14/2000
MEDALLION EQUITIES, INC. (MARIETTA GA)
NA
04/29/1999 - 05/21/1999
MEDALLION EQUITIES, INC.
GA
11/21/1997 - 05/03/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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