Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moises? Claim Your ProfileMoises Leandro is a financial advisor with over 10 years of experience in the industry. Moises is registered to provide investment advice in all 50 states and holds several licenses including Series 6, 7, 63 and 66. He is currently employed with Tiaa-Cref Individual & Institutional Services, LLC and is a member of the FINRA. Moises has been in the financial services industry since 2010. Moises focuses on providing financial planning and investment management services for individuals and high-net-worth individuals. He also has experience working with charitable organizations and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
05/03/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Tyler TX)
TX
05/14/2018 - 05/21/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (TYLER TX)
TX
07/24/2015 - 05/03/2018
CAPITAL ONE INVESTING, LLC (Tyler TX)
TX
10/01/2012 - 07/07/2015
J.P. MORGAN SECURITIES LLC (TYLER TX)
TX
07/20/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TYLER TX)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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