Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Frank Palliardi is a financial advisor with over 20 years of experience in the financial services industry. Leo is currently registered with Cetera Investment Advisers LLC. Leo is also registered with the state of Connecticut and is a Registered Representative (Series 7) and a Registered Investment Advisor (Series 66). Prior to joining Cetera, Leo was a Financial Advisor with Voya Financial Advisors, Inc. Leo has experience providing financial advice and services to a variety of clients, including individuals, families, businesses, and retirement plans. Leo specializes in providing financial planning, investment management, and insurance services. Leo is committed to helping clients achieve their financial goals.
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.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GLASTONBURY CT)
CT
03/25/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GLASTONBURY CT)
CT
12/07/2001 - 03/29/2019
WADDELL & REED (HAMDEN CT)
BOTH
Issued 1/3/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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