Unclaimed
Letizia Veronese is a financial advisor at Edward Jones, where Letizia has been working since September 2007. Letizia is licensed to offer securities and investment advisory services in 28 states, and has been active in the industry since February 2024. Letizia holds the Series 7TO, SIE, and Series 66 licenses, as well as registrations for both brokerage and investment advisory services. Letizia is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Letizia specializes in retirement planning, college savings, and estate planning, as well as managing investment portfolios for a wide range of risk tolerance and 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.
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.
See schedule d - miscellaneous
1
2
CA
03/26/2024 - Present
Edward Jones (SONOMA CA)
BOTH
Issued 03/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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