Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
Years of Experience
5-20+ Years
New York, NY
6 Years in Business
2 Disclosures
ABOUT FIRM
AMERIVET SECURITIES, INC. is an investment advisor registered with the SEC and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. The firm was formed on November 13, 2018, and has 1 registered representative and 1 investment adviser representative. The firm provides financial planning, pension consulting, and portfolio management services to individuals and families. They have a total of 6 regulatory event disclosures and 1 arbitration disclosure.
SPECIALIZATIONS
New York, NY
16 Years Experience
0 Disclosures
ADVISOR BIO
Jose Alejandro Leopando is a financial advisor with UBS Financial Services Inc. Jose Alejandro Leopando has been in the financial services industry since October 2008. Jose Alejandro Leopando is registered with the Securities and Exchange Commission (SEC) and FINRA and is also a registered investment advisor. Jose Alejandro Leopando is licensed to provide financial services in all 50 states and the District of Columbia. Prior to joining UBS Financial Services Inc. Jose Alejandro Leopando was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
