Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Moncada is an investment advisor representative registered with Equitable Advisors, LLC in Tucson, Arizona, and has been in the securities industry since September 20, 1992. Leroy has passed the Series 6, 7, 63, and 65 exams. Leroy is registered with the following states: Arizona, California, Illinois, Kentucky, Michigan, Minnesota, and Texas. Leroy is currently registered with Equitable Advisors, LLC in the following states: Arizona, Georgia, and Minnesota. Leroy Moncada is a registered representative with Equitable Advisors, LLC, a subsidiary of Equitable Holdings, Inc. Equitable Advisors, LLC is a leading provider of financial services, including investment advisory services. Leroy can provide a wide range of services to help clients achieve their financial goals.
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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AZ
02/22/2024 - Present
Equitable Advisors, LLC (TUCSON AZ)
NY
09/21/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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