Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leonardo is an Investment Advisor Representative with Osaic Wealth, Inc. located in Rochester, NY. Thomas has been in the industry since 2001. In addition to being registered with FINRA and the state of New York, Thomas is also registered in twelve other states. Thomas has a strong background in securities trading, insurance, and investment advisory services. He is also the owner of Empire Investors and Management Group LLC, a real estate investment company. Thomas is passionate about helping his clients achieve their financial goals and has a proven track record of success. He is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their money.
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.
1
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 1/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 1/3/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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