Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daysi? Claim Your ProfileDaysi Leiva is a registered investment advisor representative with Snowden Capital Advisors LLC in Fair Lawn, NJ. Daysi has been in the industry since 2006, previously working for Fieldpoint Private Securities, LLC, Morgan Stanley, and Citigroup Global Markets Inc. Daysi has extensive experience in financial planning, pension consulting, and portfolio management. Daysi is registered in 27 states and 18 for investment advisory services. Daysi has a Series 7 and Series 66 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
08/16/2022 - Present
Snowden Capital Advisors LLC (Fair Lawn NJ)
NY
09/24/2012 - 05/02/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NJ
06/01/2009 - 10/15/2012
MORGAN STANLEY (FLORHAM PARK NJ)
NJ
07/25/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NJ
07/06/2007 - 07/26/2007
MORGAN STANLEY & CO., INCORPORATED (SHORT HILLS NJ)
NJ
02/22/2006 - 07/23/2007
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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