Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leandro? Claim Your ProfileLeandro Falleiros R Carvalho is a financial advisor with Morgan Stanley. Leandro has been in the financial services industry since 2018 and has a Series 7TO and SIE license. Leandro is currently registered as a Registered Representative in MD, TX, and VA. Leandro specializes in helping individuals, high net worth individuals, businesses, charitable organizations, insurance companies, investment companies, investment clubs, banking or thrift institutions, pension and profit sharing plans, corporations, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
01/30/2025 - Present
Morgan Stanley (Bethesda MD)
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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