Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Avila is an investment advisor with over 1 year of experience. Leonardo is registered with Citigroup Global Markets Inc. and is currently employed at the firm's New York, NY branch office. Previously, Leonardo worked for EFG Capital International in Miami, FL. Leonardo has passed the Securities Industry Essentials Examination and the Operations Professional Examination, also known as Series 99.
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.
Asset allocation advice
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
NY
05/22/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
10/11/2018 - 02/25/2019
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Leonardo Avila is the right advisor for you? Invested Better is here to help.
