Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Marc Sanchez is a registered investment advisor representative with Raymond James & Associates, Inc. Leo has been in the industry since 1989 and is licensed to offer investment advice in Louisiana and Texas. Previously, Leo worked at MORGAN KEEGAN & COMPANY, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Leo's practice focuses on providing investment advice to individuals and businesses, including retirement planning, portfolio management and financial planning. Leo's office is located in Baton Rouge, Louisiana.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (BATON ROUGE LA)
LA
05/04/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BATON ROUGE LA)
NY
05/18/1991 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/09/1991 - 05/10/1991
J.C. BRADFORD & CO. (NEW YORK NY)
TN
12/19/1989 - 04/19/1991
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leo Sanchez is the right advisor for you? Invested Better is here to help.
