Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leticia? Claim Your ProfileLeticia Sanchez is a financial advisor at LPL Financial LLC, which is headquartered in Fort Mill, SC. Leticia is registered with FINRA and the state of Louisiana, as well as several other states, including Texas. Leticia's firm manages more than $50 billion in assets under management, and their client base includes high-net-worth individuals, corporations, and charitable organizations. Leticia has been in the industry since 2008, and has worked for WADDELL & REED, INC. in the past. Leticia's specializations include financial planning, pension consulting, portfolio management for individuals and businesses, and other non-discretionary advisory services. Leticia holds Series 7, Series 66, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
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TX
07/21/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
09/03/2008 - 07/21/2021
WADDELL & REED (SAN ANTONIO TX)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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