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LL

Leonard C. Loesch

BENEFICIAL INVESTMENT ADVISORY
FARMINGDALE, NJ
Some features on this profile are disabled
CRD#: 4522686
LL

Professional summary

Leonard Charles Loesch is a registered financial advisor currently at BENEFICIAL INVESTMENT ADVISORY located in Farmingdale, New Jersey.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Leonard has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Leonard Charles Loesch owns and operates a tax and bookkeeping business, Beneficial Tax Advisory

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Charles Loesch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 10, 2025 - Present

BENEFICIAL INVESTMENT ADVISORY

RIA
CRD#: 333462
FARMINGDALE, NJ
Past

June 16, 2023 - September 6, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
FREEHOLD, NJ
Past

June 15, 2023 - September 6, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
FREEHOLD, NJ
Past

December 18, 2015 - June 21, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FREEHOLD, NJ
Past

December 18, 2015 - June 21, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
FREEHOLD, NJ
Past

January 4, 2007 - December 22, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

August 21, 2006 - December 22, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

April 15, 2002 - August 29, 2006

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
RED BANK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/3/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/3/2007
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 3/1/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/12/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BI
BENEFICIAL INVESTMENT ADVISORY
BENEFICIAL INVESTMENT ADVISORY | BENEFICIAL INVESTMENT ADVISORY INC.

CRD#: 333462 / SEC#:

New Jersey
Registered Investment Advisory firm - (2/10/2025 Approved)
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Contact information

Main Address
Farmingdale, NJ
Mailing Address
Phone number
(732) 299-7917
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BENEFICIAL INVESTMENT ADVISORY

CRD#: 333462Farmingdale, NJ

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