Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Iacobelli is a financial advisor with LPL Financial LLC, based in Rochester, NY. Leo has been a registered representative since 1987 and has a wealth of experience in the financial services industry. Leo has passed numerous securities exams, including Series 6, 7, 24, 53, 63, and 65, and holds both broker-dealer and investment advisor registrations in various states across the country. Previously, Leo worked for several firms including Essex National Securities, Chase Investment Services, and Pruco Securities Corporation. In addition to his role at LPL Financial, Leo is also the President and COO of ESL Investment Services, LLC, a company that provides investment related services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/05/2015 - Present
LPL Financial LLC (ROCHESTER NY)
CA
01/04/1999 - 02/26/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
01/03/1997 - 12/31/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
08/21/1996 - 01/03/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
02/01/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
VA
03/12/1991 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
09/21/1990 - 03/28/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NJ
09/24/1987 - 10/03/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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