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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Andrew Leonard is a financial advisor with MML Investors Services, LLC. Samuel has been working in the financial industry since April 2002. He has a combined 21 years of experience with MML Investors Services, LLC and MSI Financial Services, Inc.. Samuel is licensed in Florida, Louisiana, Maryland, New Jersey, New York and North Carolina. Samuel has passed the following exams: Series 7, Series 55, Series 66 and SIE.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
01/11/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
01/11/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
NY
08/18/2004 - 12/16/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/26/2003 - 07/19/2004
SPECTRA FINANCIAL GROUP LLC (NEW YORK NY)
NY
09/17/2003 - 12/16/2003
SPECTRA FINANCIAL GROUP LLC (NEW YORK NY)
NY
10/02/2000 - 02/27/2002
ADIRONDACK ELECTRONIC MARKETS LLC (NEW YORK NY)
NY
08/10/2000 - 10/02/2000
KBC FINANCIAL PRODUCTS USA, INC. (NEW YORK NY)
BOTH
Issued 09/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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