Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony E. Leal is a registered investment advisor representative with Blackrock Financial Management, Inc. Tony has been working in the securities industry since 1995, and has a broad range of experience in providing investment advice to individuals, families, and businesses. Tony has passed several industry exams, including the Series 7, Series 6, and Series 63 exams, as well as the Uniform Investment Adviser Law Examination (Series 65). Prior to joining Blackrock Financial Management, Inc., Tony worked at VAN KAMPEN FUNDS INC. Tony holds registrations in 53 states, including New York and Texas.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/04/2010 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
TX
01/12/1995 - 07/09/2009
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NA
07/11/1994 - 01/12/1995
AMERICAN CAPITAL MARKETING, INC.
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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