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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Joseph Leeds is an Investment Advisor Representative at Validex Global Investing. Zachary Leeds has been in the industry since 2013, and has a Series 65 license. The firm provides portfolio management for individuals, businesses, and investment companies. Zachary Leeds also serves as a Board of Director for AlwaysAI, Inc., a computer vision company based in Cardiff, CA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Research, model portfolios, intellectual property licensing
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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CA
02/05/2024 - Present
Validex Global Investing (SAN DIEGO CA)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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