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Leonard Charles Loesch

Beneficial Investment Advisory

Farmingdale, NJ

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Current Employers
Beneficial Investment Advisory

Farmingdale, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-15
  • NJ RA
    APPROVED
    Since 2025-05-15

Branch Locations

Farmingdale, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services,Llc Freehold NJ 12/2015 06/2023
Wells Fargo Advisors Estero FL 06/2023 09/2024
Beneficial Investment Advisory Farmingdale NJ 09/2024 Present
  • 12/2015 → 06/2023
    Ameriprise Financial Services,Llc
    Freehold, NJ
  • 06/2023 → 09/2024
    Wells Fargo Advisors
    Estero, FL
  • 09/2024 → Present
    Beneficial Investment Advisory
    Farmingdale, NJ
Previous Registrations
Other Businesses

Leonard Charles Loesch owns and operates a tax and bookkeeping business, Beneficial Tax Advisory

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-03
S63 Uniform Securities Agent State Law Examination 2002-05-06
  • S65 Uniform Investment Adviser Law Examination
    2007-01-03
  • S63 Uniform Securities Agent State Law Examination
    2002-05-06

View on SEC IAPD

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