Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Klara? Claim Your ProfileKlara Leon is an investment advisor representative with raymond james financial services advisors, inc. Klara is a financial advisor with over 17 years of experience in the financial services industry. Klara has a Series 7 and Series 66 license as well as the SIE. Klara holds a Certified Financial Planner designation. Klara's previous employers include RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
02/18/2015 - Present
Raymond James Financial Services Advisors, Inc. (ROCHELLE PARK NJ)
NJ
08/10/2012 - 02/09/2015
RAYMOND JAMES & ASSOCIATES, INC. (PARAMUS NJ)
NJ
12/05/2005 - 08/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BOTH
Issued 06/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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