Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Ricardo Avila is a registered representative with Osaic Wealth, Inc. based in Miami, FL. Leon has been in the financial services industry since 1986, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Leon holds the Series 6, Series 63 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (MIAMI FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI FL)
FL
10/21/2013 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
FL
09/08/2009 - 11/06/2013
LPL FINANCIAL LLC (SOUTH MIAMI FL)
FL
01/02/1998 - 09/08/2009
MUTUAL SERVICE CORPORATION (SOUTH MIAMI FL)
MA
08/29/1994 - 12/31/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/29/1987 - 08/29/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
08/25/1986 - 06/11/1987
PRINCOR FINANCIAL SERVICES CORPORATION
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leon Avila is the right advisor for you? Invested Better is here to help.
