Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Lamond Syphus is a financial professional with over 28 years of experience in the financial services industry. Leo has a strong background in investment advisory and brokerage services, having worked with several firms, including Wall Street Financial Group, Inc. and Zions Investment Securities, Inc. Currently, Leo is registered with SCF Investment Advisors, Inc. and provides investment advisory services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension plans. Leo is committed to helping clients achieve their financial goals by providing personalized financial advice and guidance.
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.
1
2
CA
11/04/2013 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
UT
04/25/2005 - 10/31/2013
WALL STREET FINANCIAL GROUP, INC. (ST. GEORGE UT)
UT
09/10/1997 - 04/22/2005
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IA
04/06/1987 - 05/17/1990
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
BOTH
Issued 09/08/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leo Syphus is the right advisor for you? Invested Better is here to help.
