Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leticia? Claim Your ProfileLeticia Gomes teixeira is a registered investment advisor representative with Morgan Stanley in Aventura, Florida. Leticia has been in the industry since 2012 and has a broad range of experience in the financial services industry. Leticia has previously worked at several other firms including UBS Financial Services Inc., Itaú International Securities Inc., and RBC Capital Markets, LLC. Leticia holds a Series 66 license, a Series 24 license, a SIE license, and a Series 7 license. Leticia is able to provide a wide range of financial services to her clients, including asset allocation advice, financial planning, pension consulting, and portfolio management.
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
FL
01/25/2021 - Present
Morgan Stanley (Aventura FL)
FL
11/19/2019 - 12/10/2020
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
04/07/2016 - 08/23/2019
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
11/21/2013 - 03/28/2016
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
FL
01/20/2012 - 12/26/2013
RBC CAPITAL MARKETS, LLC (MIAMI FL)
BOTH
Issued 04/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
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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