Unclaimed
Spiro Leunes is a financial advisor who has been working in the industry since 2005. Spiro is currently registered with Park Avenue Securities LLC in New Jersey. Spiro's experience includes working at 1st Global Capital Corp., Pruco Securities, LLC, and C. J. M. Planning Corp. Spiro provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Spiro is also a Certified Financial Planner (CFP).
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.
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.
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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2
NJ
02/04/2025 - Present
Park Avenue Securities LLC (FLORHAM PARK NJ)
NJ
09/19/2012 - 12/09/2016
1ST GLOBAL CAPITAL CORP. (CRANFORD NJ)
NJ
03/05/2007 - 04/01/2011
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
02/17/2005 - 04/12/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
TX
01/05/2005 - 03/03/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 07/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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