Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leandro? Claim Your ProfileLeandro Velazquez is a financial advisor registered with Schwab Wealth Advisory, Inc. Leandro has been in the industry since 2022 and is active in both securities and investment advisory. Leandro has passed multiple examinations including the Series 7TO, Series 66, and Series 9. Leandro is registered in 51 states and the District of Columbia as well as Florida for investment advisory. Leandro provides financial planning, portfolio management services for businesses and individuals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
08/29/2024 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BOTH
Issued 05/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Leandro Velazquez is the right advisor for you? Invested Better is here to help.
