Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonidas (leo)? Claim Your ProfileLeonidas (leo) Maheras is a financial advisor at LPL Financial LLC. Leonidas (leo) has been in the financial industry since June 4, 2000. Leonidas (leo) has Series 7, Series 24, Series 31, Series 63, and Series 65 licenses, as well as the SIE designation. Leonidas (leo) holds the Certified Financial Planner designation. Leonidas (leo) has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Leonidas (leo) specializes in providing financial planning, portfolio management, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/02/2024 - Present
LPL Financial LLC (SAN MATEO CA)
CA
07/03/2002 - 05/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
NY
06/05/2000 - 07/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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