Unclaimed
Leonardo Laport is a securities professional with over 5 years of experience in the financial industry. Leonardo is currently registered with Jefferies LLC in New York, NY and has previously worked with CANACCORD GENUITY LLC and CHARLES SCHWAB & CO., INC.. Leonardo holds several industry licenses and certifications, including the Series 7, 9, 10, 24, 57TO, and 63.
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.
1
2
NY
06/25/2024 - Present
Jefferies LLC (NEW YORK NY)
FL
11/30/2018 - 05/08/2024
CANACCORD GENUITY LLC (Miami FL)
AZ
04/20/2018 - 11/28/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Leonardo Laport is the right advisor for you? Invested Better is here to help.