Adrian LeonCRD Number: 6312762
Current Firm: Guggenheim Partners Latin America, Inc.
Adrian Leon (CRD# 6312762) is an Investment Advisor Representative working at Guggenheim Partners Latin America, Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Guggenheim Partners Latin America, Inc.||Miami, FL||Jun 2013 - Current||4|
|Bryant University||Smithfield, RI||Aug 2010 - Jun 2013||2|
|Philadelphia University||Philadelphia, PA||Aug 2008 - Aug 2010||2|
|Colegio Menor||Quito,||Aug 2003 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management2,214MILLIONS
Total Number of Accounts59ACCOUNTS
Average Account Value$37,530,499
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients