Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Zito is a financial advisor with over 35 years of experience in the industry. Leonard is currently registered with Cetera Investment Advisers LLC in Michigan and Texas. Leonard has held previous positions at VESTAX SECURITIES CORPORATION, SECURITIES AMERICA, INC., PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, COORDINATED CAPITAL SECURITIES OF WI INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and EQUICO SECURITIES, INC. Leonard has a strong track record of success in providing financial advice to individuals, corporations, and charitable organizations.
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
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (TROY MI)
OH
02/23/1996 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NE
11/07/1994 - 02/23/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
01/16/1991 - 12/02/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/16/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
WI
09/01/1987 - 01/29/1991
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
NA
01/01/1987 - 09/24/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
01/01/1987 - 07/13/1987
EQUICO SECURITIES, INC.
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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