Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Anthony Pitre is a financial advisor who has been in the industry since 1999. Leo has been registered with Commonwealth Financial Network since 2025, where he provides a variety of services to individuals, corporations, and institutions. He is also a registered representative of LPL Financial, LLC. He has a strong understanding of the financial markets and is dedicated to helping his clients achieve their financial goals. Leo holds several licenses and designations, including the Series 7, 6, 63, 24, and the SIE. He is also a Certified Financial Planner (CFP®). He is based in Thibodaux, Louisiana and also serves clients in other states, including California, Florida, Georgia, Louisiana, Mississippi, Missouri, North Carolina, Oklahoma, Texas and Virginia. Leo has a proven track record of success and is committed to providing his clients with the highest level of service.
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.
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2
MA
02/10/2025 - Present
Commonwealth Financial Network (WALTHAM MA)
LA
03/31/1999 - 05/20/2008
CAPITAL ONE INVESTMENTS, LLC (HOUMA LA)
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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