Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leander? Claim Your ProfileLeander Antonio is a financial advisor with over 24 years of experience in the industry. Leander is registered with Fidelity Personal And Workplace Advisors and is licensed in multiple states. Leander holds a Series 63 and 65 license. Leander offers financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors. Leander is also a registered investment advisor in California and Texas.
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.
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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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
CA
01/05/2005 - 10/08/2010
UBS FINANCIAL SERVICES INC. (SAN MATEO CA)
NE
04/28/2004 - 01/03/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/25/1998 - 07/02/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
02/14/1998 - 06/12/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
04/18/1996 - 01/15/1998
THE HERITAGE GROUP, INC. (SAN FRANCISCO CA)
CA
05/09/1995 - 03/07/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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