linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jose L Leiva

Natixis Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jose? Claim Your Profile

About Jose L Leiva

Jose Leiva is an investment advisor representative with Natixis Advisors, LLC, based in San Francisco, California. Jose has been working in the financial industry since October 2013, most recently as a representative for Natixis Advisors. Jose holds the Series 65 - Uniform Investment Adviser Law Examination certification. Natixis Advisors, LLC provides investment management services for individual and corporate clients. The firm also provides overlay portfolio management and model research to other investment advisors.

Firm Information

Jose Leiva is currently registered with Natixis Advisors, LLC. Natixis Advisors, LLC is a Boston, MA-based investment advisor with over $63.77 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They also offer overlay portfolio management and model research as an additional service. Natixis Advisors serves a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and government entities.
Natixis Advisors, LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$63.77B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

overlay portfolio management and model research provider.

Overlay portfolio management and model research provider.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of wrap sponsor fees.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jose Leiva’s Registration & Firm History

CA

09/16/2020 - Present

Natixis Advisors, LLC (San Francisco CA)

Not sure if Jose L Leiva is right for you?

Licenses & Designations

IA

Issued 02/26/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jose L Leiva.
Not sure if Jose L Leiva is right for you?