Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nicholas Leonardo is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY. Thomas has been in the financial services industry since 2001 and has a wide range of experience working with various clients. He provides financial planning, portfolio management, and pension consulting services. Thomas also specializes in working with individual and business clients.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (Rochester NY)
NY
12/14/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (Rochester NY)
NY
10/21/2003 - 12/08/2006
NYLIFE SECURITIES INC. (WEBSTER NY)
MA
09/18/2001 - 10/22/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/18/2001 - 10/22/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/04/2001 - 08/14/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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