John LeonardiCRD Number: 1044996
Current Firm: Cetera Advisor Networks LLC
John Leonardi (CRD# 1044996) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Erie, PA and has over 35 years of experience in the finance industry. John Leonardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Cetera Advisor Networks||El Segundo, CA||Jan 2013 - Current||5|
|Atlas Brokerage Company, LP||Washington, PA||Jul 1999 - Current||18|
|Financial Network Investment Corporation||El Segundo, CA||Oct 2005 - Dec 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
Total Assets Under Management15,298MILLIONS
Total Number of Accounts68,142ACCOUNTS
Average Account Value$224,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY