Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Sepulveda Bojorquez is a financial advisor at Allworth Financial, LP. Leonardo is registered with the state of California as an Investment Advisor Representative. Leonardo has a Series 65 license and has experience with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Leonardo has been in the industry since 2018. Previous employers include Alamo Capital and AssetMark Brokerage, LLC.
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.
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.
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CA
06/06/2024 - Present
Allworth Financial, LP (FOLSOM CA)
CA
09/02/2020 - 03/02/2022
ALAMO CAPITAL (WALNUT CREEK CA)
CA
11/07/2019 - 09/14/2020
ASSETMARK BROKERAGE, LLC (CONCORD CA)
CA
03/05/2018 - 06/09/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALNUT CREEK CA)
IA
Issued 02/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 4 - Registered Options Principal Examination
BC
Issued 02/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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