Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Vassallo is an investment advisor representative who has been in the financial services industry since April 15, 1989. Leo currently works for International Assets Investment Management, LLC. Leo also previously worked for LPL Financial LLC, Cambridge Investment Research, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leo specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients.
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.
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
NY
08/02/2021 - Present
International Assets Investment Management, LLC (SYRACUSE NY)
NY
06/17/2020 - 07/26/2021
LPL FINANCIAL LLC (SYRACUSE NY)
NY
04/19/2013 - 07/06/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (SYRACUSE NY)
NY
09/11/2006 - 04/29/2013
LPL FINANCIAL LLC (SYRACUSE NY)
NY
03/02/1998 - 08/15/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NJ
03/21/1989 - 03/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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