Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Cameron Leonard is an investment advisor representative with Fidelity Personal And Workplace Advisors. He is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Zachary has a Series 66, Series 7TO and SIE. He is licensed to sell securities in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Zachary has been in the financial services industry since March 7, 2024. He is a registered investment advisor representative in Illinois and Texas.
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.
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
IL
08/13/2024 - Present
Fidelity Personal AND Workplace Advisors (DEERFIELD IL)
BOTH
Issued 05/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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