Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Aguilar is a financial advisor with LPL Financial LLC. Leonardo has been in the financial services industry since 1989. Leonardo is registered with the state of California and Texas. Leonardo has a Series 6, 7, and 63 license, as well as the SIE exam.
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.
Consulting and other non-discretionary advisory services
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
CA
05/24/2022 - Present
LPL Financial LLC (GLENDALE CA)
CA
01/03/2011 - 06/01/2022
WELLS FARGO CLEARING SERVICES, LLC (GLENDALE CA)
CA
12/15/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GLENDALE CA)
CA
01/28/1998 - 12/15/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/29/1994 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
06/10/1993 - 03/16/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
07/14/1989 - 06/03/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
08/05/1988 - 11/09/1988
SME CAPITAL MANAGEMENT CORPORATION
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leonardo Aguilar is the right advisor for you? Invested Better is here to help.
