Unclaimed
Javier Ledesma is a financial advisor registered with Money Concepts Capital Corp. in San Marcos, TX. Javier has been in the financial industry for over 20 years and holds the Series 6 and Series 63 licenses. Javier's areas of specialization include investment advice, financial planning and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
TX
09/06/2014 - Present
Money Concepts Capital Corp. (San Marcos TX)
TX
10/20/1998 - 10/09/2012
MONEY CONCEPTS CAPITAL CORP (SAN MARCOS TX)
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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