Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Rivera is a financial advisor with Fidelity Personal and Workplace Advisors. Leonardo has been a registered representative in the securities industry since 2022. He has a Series 7, Series 63, and SIE license. Leonardo's office is located at 139 NORTH LOOP 1604 EAST, Suite #103, SAN ANTONIO, TX 78232-1392. He is licensed to provide securities advice in 53 states and the District of Columbia. Prior to working at Fidelity Personal and Workplace Advisors, Leonardo worked at Equitable Advisors, LLC. Leonardo has a strong track record of providing financial advice to individuals and families. He is committed to providing personalized and comprehensive financial advice. Leonardo is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
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.
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2
TX
09/30/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
01/17/2022 - 06/14/2022
EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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