Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Leyva is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Roberto Leyva has been in the financial services industry for over 10 years. Roberto Leyva is licensed to offer investment advice in multiple states, including Arizona, California, and Texas. Roberto Leyva's previous employment experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Roberto Leyva offers a variety of financial services including financial planning, portfolio management, and investment consulting. Roberto Leyva works with a diverse group of clients including individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
02/09/2022 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
12/12/2014 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
04/23/2012 - 10/30/2014
EDWARD JONES (TUCSON AZ)
BOTH
Issued 05/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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