Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Leshnak is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC. Robert is licensed to provide financial services in several states, including Ohio, Florida, Georgia, Kentucky, Michigan, New Jersey, Colorado, Arizona, California, Delaware, Illinois, Indiana, Kansas, Massachusetts, Minnesota, Missouri, Nebraska, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and West Virginia. Robert holds several professional licenses and designations including the Series 6, Series 7, Series 24, Series 51, and Series 63 exams, as well as the Certified Financial Planner designation.
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.
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OH
10/10/2024 - Present
Osaic Wealth, Inc. (WEST CHESTER OH)
OH
10/31/1997 - 11/03/2023
FSC SECURITIES CORPORATION (WEST CHESTER OH)
MA
08/30/1988 - 10/31/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/30/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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