Jacqueline Leonard
Professional summary
Jacqueline Leonard, who also goes by Jacqueline Borsare Ms., Jacqueline Borsare, is a registered financial professional currently at CAPFINANCIAL SECURITIES, LLC. located in Lake Success, New York.
Jacqueline is registered as a RR (Registered Representative) and started their career in finance in 2005. Jacqueline has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Leonard's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2026 - Present
CAPFINANCIAL SECURITIES, LLC.
Office #1: 3 Dakota Drive Suite 310, Lake Success, NY 11042July 6, 2023 - January 8, 2026
ADVISORS ASSET MANAGEMENT, INC.
September 15, 2005 - December 15, 2006
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 7/6/2023
General Securities Representative ExaminationFINRA
Current Firm
CAPFINANCIAL SECURITIES, LLC.
CRD#: 126291 / SEC#: , 8-65870
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE CAPFINANCIAL GROUP, LLC | MEMBER | |
| BUCHANAN, DENISE MCGEE | CCO/MUNI PRINCIPAL/SENIOR DIRECTOR/FINOP/PFO/POO | 1284353 |
| EARLS, MARY CHRISTINE | SENIOR DIRECTOR/FINOP | 6178047 |
| HOYLE, WILSON SMITH III | MANAGING DIRECTOR | 2444392 |
| SHOFF, DERICK DON | MANAGING DIRECTOR | 1140640 |
| STROTHER, MICHAEL DAVID | SENIOR DIRECTOR, FINOP | 2457427 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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