My goal is to put my clients in a position to have options later in life. This is usually done by completing a plan to create a roadmap for those goals. I strive to learn about my clients personally to be able to properly give advice that is suited to them individually. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Coram Deo Advisors and Silver Oak Securities are separate entities.
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Financial AdvisorLeon Financial Group Jul 2024 - Present -
Financial AdvisorCoram Deo Advisors Mar 2023 - Dec 2024Mount Joy, Pennsylvania, Us -
Associate Financial AdvisorAmbassador Advisors, Llc Nov 2019 - Mar 2023Lancaster, Pennsylvania, Us -
Financial AdvisorAmbassador Advisors, Llc Nov 2019 - Mar 2023Lancaster, Pennsylvania, Us -
Financial RepresentativeUfinancial Group Nov 2016 - Nov 2019Mechanicsburg, Pennsylvania, UsI provided total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services -
Financial Services ProfessionalUfinancial Group Nov 2016 - Nov 2016Mechanicsburg, Pennsylvania, Us -
Operations ManagerAeropostale Oct 2015 - Nov 2016New York, UsWork with a team of 30 individuals to assist the needs of the customer in a retail setting. -
Store ManagerNine West Group Aug 2015 - Oct 2015Us -
Route Sales RepresentativeHerr Foods Inc. Feb 2015 - Aug 2015Nottingham, Pennsylvania, Us -
Operations ManagerCentral Pa Tuxedo Mar 2008 - Feb 2015Brand development, web site traffic growth, web site and advertising revenue. Developed brand strategy and marketing scheme. Managed a team of 15 including 30 in other locations.
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Assistant Sales ManagerLa Fitness Oct 2007 - Mar 2008Irvine, California, Us -
Sales RepresentativeFour Star Salon Services Jun 2007 - Oct 2007Hauppauge, Ny, Us
Joseph Leon Education Details
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Liberty UniversityProject Management -
Liberty UniversityMarketing
Frequently Asked Questions about Joseph Leon
What company does Joseph Leon work for?
Joseph Leon works for Leon Financial Group
What is Joseph Leon's role at the current company?
Joseph Leon's current role is Financial Advisor.
What schools did Joseph Leon attend?
Joseph Leon attended Liberty University, Liberty University.
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