Leon Ferro (CRD# 5623876) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Martinsville, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4719332
Asset Management Consulting Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Martinsville, NJ | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Allied Wealth Partners | Martinsville, NJ | Jun 2021 - Current | 2 |
| Securian Financial Services | Saint Paul, MN | Jun 2021 - Aug 2023 | 2 |
| Minnesota Life Insurance Company | Saint Paul, MN | Jun 2021 - Aug 2023 | 2 |
| Unemployed | Short Hills, NJ | Aug 2020 - May 2021 | < 1 |
| Standard Chartered Bank | New York, NY | Apr 2013 - Aug 2020 | 7 |
| Standard Chartered Securities (north America) Inc. | New York, NY | Nov 2008 - Aug 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- NJ
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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