Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Leonard is an investment advisor representative at Osaic Institutions, Inc. Mark has been working in the financial services industry since 1987. Mark has worked for several firms, including Harvest Capital LLC, MML Investors Services, LLC, G. R. Phelps & Co., Inc., and Pruco Securities Corporation. Mark has a variety of licenses and registrations, including Series 6, 7, 26, 63, and 65. Mark is registered with the state of New Hampshire, as well as several other states. Mark specializes in providing financial planning and investment advisory services to individuals, corporations, 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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
NH
11/20/2013 - Present
Osaic Institutions, Inc. (Manchester NH)
NH
10/18/2012 - 11/20/2013
HARVEST CAPITAL LLC (MANCHESTER NH)
NH
03/01/1996 - 09/28/2012
MML INVESTORS SERVICES, LLC (BEDFORD NH)
NA
05/20/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
NJ
05/19/1987 - 05/27/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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