Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leotie? Claim Your ProfileLeotie Fukawa is a financial advisor with Wealthfront Advisers LLC, located in Palo Alto, CA. Leotie has been in the financial industry for over 10 years. Leotie holds Series 66, Series 7TO and SIE licenses and is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
09/25/2019 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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