Unclaimed
Sylvie Leon is a registered representative with Fidelity Personal And Workplace Advisors. Sylvie has been in the financial services industry since 2015, and has worked with Wells Fargo Advisors, LLC, and Raymond James Financial Services, Inc. Sylvie holds Series 7 and Series 63 licenses and is a registered representative in California. Sylvie specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/01/2024 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
10/28/2016 - 12/04/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Newark CA)
CA
05/20/2015 - 10/31/2016
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
BC
Issued 06/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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