Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Silvestre is a financial professional with over 16 years of experience in the industry. Leon is currently registered with Wells Fargo Clearing Services, LLC, and holds Series 6, 7TO, 63, and 66 licenses. Leon has also worked for Santander Securities LLC and Wachovia Securities, LLC. Leon specializes in providing investment consulting services to institutional clients as well as financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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
NJ
05/17/2023 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
11/17/2016 - 03/08/2022
SANTANDER SECURITIES LLC (West Windsor NJ)
NJ
08/14/2007 - 06/12/2008
WACHOVIA SECURITIES, LLC (BAYVILLE NJ)
BOTH
Issued 06/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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