Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Alejandro Leyva is an investment advisor representative with Encompass More Asset Management LLC. Ricardo has been in the industry since 2019 and holds Series 63, 65, 6TO and SIE licenses. Ricardo has experience in providing financial services to individuals and has a background in insurance sales.
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.
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.
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CA
11/01/2024 - Present
Encompass More Asset Management LLC (DANVILLE CA)
AZ
10/01/2021 - 08/05/2022
ONEAMERICA SECURITIES, INC. (Gilbert AZ)
BC
Issued 10/15/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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