Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leila? Claim Your ProfileLeila Larijani is a financial advisor currently registered with UBS Financial Services Inc. based in New York, NY. Leila has been in the industry since June 6, 1993, and is licensed in several states. Leila holds multiple licenses including Series 7, 31, 63, 65, 72, and SIE. In addition to UBS Financial Services, Leila previously held positions at Oppenheimer & Co. Inc., CIBC World Markets Corp., Lehman Brothers Inc., Lehman Government Securities Inc., and Lehman Special Securities Inc.
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.
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.
See schedule d - miscellaneous
1
2
NY
09/06/2024 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
01/03/2003 - 04/10/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/15/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
05/26/1993 - 11/02/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/26/1993 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
05/26/1993 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
IA
Issued 10/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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