Moises Leandro began his career in the financial services industry at J.P. Morgan Chase in 2008 and holds the Series 7 General Securities and Series 66 Investment Advisor Representative registrations and is licensed in Life and Health Insurance.
He joins us from Capital One Investing where he was responsible for assessing the investment needs and goals of clients, developing an appropriate investment plan to help them meet their needs and achieve their goals, and ensuring that each client’s investment plan was effectively implemented. With over 10 years of experience in the financial services industry, Moises is able to provide clients with exceptional guidance and service.
Moises spends his free time with his wife, Abigail, and their daughter Gisselle. He also enjoys staying active, traveling, and reading a good book.