Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Chang is a financial advisor with LPL Financial LLC. Leonardo has been in the financial services industry since 2012 and has a Series 6, 7, and 66 licenses. Leonardo also has a Series SIE license. Leonardo has been registered with the state of Texas for more than 10 years and currently works out of the McAllen branch office of LPL Financial LLC. Leonardo is a Certified Financial Planner and has experience working at Edward Jones and Ameriprise Financial Services, LLC. Leonardo specializes in providing financial advice to individuals, businesses, corporations, and pension and profit sharing plans.
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.
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2
TX
03/28/2024 - Present
LPL Financial LLC (MCALLEN TX)
TX
07/09/2021 - 04/04/2024
AMERIPRISE FINANCIAL SERVICES, LLC (McAllen TX)
TX
08/04/2014 - 07/12/2021
EDWARD JONES (MCALLEN TX)
FL
10/24/2012 - 07/30/2014
AXA ADVISORS, LLC (TAMPA FL)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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