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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Dominic Barczewski is a financial advisor with AssuredPartners Investment Advisors, based in Nashville, Illinois. Leo has over 15 years of experience in the financial services industry. He holds Series 7, 63, and 65 licenses and the SIE exam. Leo Dominic Barczewski is dedicated to providing financial advice and guidance to individuals and families. He has a strong background in financial planning and portfolio management and specializes in college planning, estate planning, retirement planning, and wealth management.
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.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
IL
07/31/2024 - Present
Assuredpartners Investment Advisors (Nashville IL)
IL
05/20/2009 - 08/02/2024
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
IL
01/18/2008 - 04/15/2008
NFP SECURITIES, INC. (NASHVILLE IL)
NC
09/29/2007 - 01/15/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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