Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leonardi is a financial professional with over 40 years of experience in the financial services industry. Thomas is currently registered with Osaic Wealth, Inc. and Strategic Capital Advisors. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple securities licenses including Series 7, 22, 24, 53, 63, and 72. Thomas provides financial planning, portfolio management and other advisory services for individuals and businesses. Thomas is dedicated to helping clients achieve their financial goals.
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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2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (TALLMADGE OH)
OH
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (TALLMADGE OH)
OH
11/13/1992 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (TALLMADGE OH)
OH
06/05/1986 - 11/19/1992
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
02/02/1981 - 06/17/1986
IDS LIFE INSURANCE COMPANY
NA
02/02/1981 - 06/17/1986
IDS MARKETING CORPORATION
NA
02/02/1981 - 06/14/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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