Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leandro? Claim Your ProfileLeandro Solis iii Villarreal is a financial advisor with Flourish Financial LLC. Leandro has a Series 7TO, Series 63 and SIE license and is registered to provide securities related services in 53 states and territories. Leandro has 1 approved FINRA registration and 1 approved SRO registration. Leandro’s most recent previous employer was Fidelity Brokerage Services LLC, where Leandro worked as a financial advisor from August 2022 to June 2023. Before that, Leandro worked as a financial advisor at Charles Schwab & Co., Inc. from December 2021 to June 2022.
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.
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.
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2
NY
08/01/2023 - Present
Flourish Financial LLC (New York NY)
RI
08/30/2022 - 06/10/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
12/21/2021 - 06/14/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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