Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leor? Claim Your ProfileLeor Tzour is a financial advisor at Morgan Stanley. Leor has been in the industry since 1999 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative. Leor has worked at Morgan Stanley since 2019. Prior to that, Leor worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leor holds the Series 7, Series 63, and Series 65 licenses. Leor is licensed in 35 states and the District of Columbia. Leor is an active member of the financial community and is committed to providing his clients with the highest level of service and expertise. Leor specializes in providing investment advice to individuals, families, and businesses. Leor is a graduate of the University of California, Los Angeles.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
08/06/2024 - Present
Morgan Stanley (Beverly Hills CA)
CA
03/30/2011 - 01/06/2020
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
07/05/2005 - 03/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
NY
11/24/1999 - 07/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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