Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Eugene Leonard is a financial advisor with Oppenheimer & Co. Inc., a firm with over $10 billion in assets under management. Timothy has been in the financial services industry since 2005. Timothy has held previous roles with CG CAPITAL MARKETS, LLC, CAPITAL GUARDIAN, LLC, GARDNYR MICHAEL CAPITAL, INC., MORGAN STANLEY, and BEAR, STEARNS & CO. INC. Timothy's professional certifications include passing the Series 7, Series 63, and SIE exams. Timothy is registered in Connecticut and New York and has a broad scope of experience. The firm specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/21/2016 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
07/31/2015 - 02/22/2016
CG CAPITAL MARKETS, LLC (New York NY)
NY
12/19/2013 - 07/30/2015
CAPITAL GUARDIAN, LLC (New York NY)
AL
03/07/2013 - 08/28/2013
GARDNYR MICHAEL CAPITAL, INC. (MOBILE AL)
NY
06/28/2010 - 03/05/2013
MORGAN STANLEY (PURCHASE NY)
NY
07/30/2008 - 04/13/2010
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/16/2005 - 08/06/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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