Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vincenzo Leone is an investment advisor representative with Accurate Wealth Management, LLC. Robert has been in the financial services industry since 2000. Robert's expertise includes providing financial planning and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/05/2022 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
10/16/2009 - 07/27/2010
G.F. INVESTMENT SERVICES, LLC (WESLEY CHAPEL FL)
PA
10/25/2005 - 04/06/2006
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
CA
06/23/2005 - 10/26/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
FL
10/30/2002 - 08/14/2003
HIGH MARK SECURITIES, INC. (LAKELAND FL)
CA
08/28/2000 - 12/31/2001
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
TX
02/23/2000 - 09/05/2000
NFP SECURITIES, INC. (AUSTIN TX)
MN
06/04/1999 - 03/16/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
CA
05/21/1998 - 01/22/1999
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
NJ
12/20/1995 - 12/12/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CO
01/26/1995 - 03/08/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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