Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Ferrara is a financial advisor with UBS Asset Management (us) Inc. based in New York, NY. He is licensed to sell securities in the state of New York. Leonardo has been in the financial services industry since January 2005. Prior to joining UBS Asset Management (us) Inc., Leonardo was a registered representative at Credit Suisse Securities (USA) LLC and DEAM Investor Services, Inc. He holds the Series 7, Series 63, and SIE exams.
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.
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.
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NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
04/09/2007 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/03/2005 - 04/20/2007
DEAM INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 05/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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