Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Ferreira de Barros is a financial advisor with over 13 years of experience in the industry. Leonardo is a registered representative of Raymond James & Associates, Inc. and has been with the firm since August 2017. Prior to that, Leonardo worked as a registered advisor at FBT INVESTMENTS, INC. Leonardo holds a Series 66, Series 24, Series 53, Series 52, Series 99 and Series 7. Leonardo is also a Certified Financial Planner. Leonardo is licensed to offer securities and investment advice in 32 states.
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.
Please see note in schedule d - miscellaneous
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
LA
09/13/2017 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
02/11/2010 - 09/19/2017
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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