Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Otto Eastman is a financial advisor registered with Equitable Advisors, LLC. Leo has been in the financial industry since 2012. Prior to joining Equitable Advisors, LLC Leo has worked at Wells Fargo Clearing Services, LLC, Morgan Stanley, and Cetera Advisor Networks LLC. Leo is registered to provide investment advisory services in California, Florida, and Nevada. Leo is also registered as a Registered Representative with FINRA. Leo's areas of specialization include retirement planning, college savings, investment management, and insurance.
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
NV
05/25/2023 - Present
Equitable Advisors, LLC (LAS VEGAS NV)
NV
08/05/2019 - 05/03/2023
CETERA ADVISOR NETWORKS LLC (HENDERSON NV)
NV
01/29/2016 - 08/07/2019
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
09/24/2013 - 02/03/2016
MORGAN STANLEY (LAS VEGAS NV)
NV
05/28/2012 - 09/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 06/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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