Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Peter Hamill is a financial advisor at City National Securities, Inc. Leo has over 20 years of experience in the financial services industry. Leo provides financial planning and portfolio management for individuals, businesses, and institutional clients. Leo is a Chartered Financial Analyst (CFA) and holds Series 7, 9, 10, 31, 63, and 65 licenses. Leo has worked at several firms including UnionBanc Investment Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Dean Witter Reynolds Inc. Leo is registered in California and Nevada.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
NV
05/23/2014 - Present
City National Securities, Inc. (LAS VEGAS NV)
CA
05/07/2013 - 05/13/2014
UNIONBANC INVESTMENT SERVICES, LLC (MONTECITO CA)
CA
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
02/26/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
CA
05/02/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/02/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
11/18/1994 - 01/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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