Unclaimed
Leticia Albiter is a financial advisor with PNC Investments, a large, well-established firm offering a wide range of financial products and services. Leticia has been a registered advisor since 2004. She has experience with both investment advisory and brokerage services, having previously worked with BBVA Securities Inc. and BBVA Compass Investment Solutions. Leticia has a strong background in financial planning and wealth management, and she is committed to providing her clients with personalized financial guidance. Leticia holds Series 7, 6, and 63 licenses, as well as a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
12/09/2021 - Present
PNC Investments (KERRVILLE TX)
TX
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (KERRVILLE TX)
TX
02/26/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (KERRVILLE TX)
TX
12/17/2003 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (KERRVILLE TX)
IA
Issued 10/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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