Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Joseph Leo is a financial professional with Fidelity Brokerage Services LLC. Zachary has a strong commitment to providing clients with personalized financial advice. Zachary has been in the financial services industry since November 2021 and holds the Series 7TO, SIE, and Series 63 licenses. Zachary has a comprehensive understanding of the financial markets, and is dedicated to helping clients achieve their financial goals.
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.
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.
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2
NH
11/30/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 01/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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