Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leyla? Claim Your ProfileLeyla Morgillo is a financial advisor at Commonwealth Financial Network. Leyla has been in the financial services industry since February 8, 2012. Leyla has a Series 63, Series 7, Series 11 and SIE license. Leyla is registered to provide investment advice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. Leyla also has a Certified Financial Planner designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/01/2023 - Present
Commonwealth Financial Network (Syracuse NY)
NY
10/31/2013 - 08/01/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
NY
02/08/2012 - 10/31/2013
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
BC
Issued 02/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2012
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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