Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto De leon is a financial professional registered with Siebert Williams Shank & CO., LLC in Boston, MA. Roberto has been in the financial services industry since September 24, 2004 and holds licenses including Series 7, Series 63 and SIE. Roberto has previously worked at J.P. MORGAN SECURITIES LLC, also in Boston, MA. Roberto De leon is currently registered in Indiana, Maine, Massachusetts, Minnesota, New Jersey, Tennessee, Texas, Virginia and Wisconsin.
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.
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.
1
2
MA
06/06/2024 - Present
Siebert Williams Shank & CO., LLC (Boston MA)
MA
09/23/2004 - 06/04/2024
J.P. MORGAN SECURITIES LLC (BOSTON MA)
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Roberto De leon is the right advisor for you? Invested Better is here to help.
