Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Paul Leonardo is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Zachary has been in the industry since March 2011. Prior to joining Wells Fargo, Zachary was registered with First Clearing, LLC, ING Financial Partners, Inc. and ING Financial Advisors, LLC. Zachary has earned the Series 66, Series 10, Series 9, SIE and Series 7 licenses. Zachary has worked in the Charlotte office of Wells Fargo Clearing Services, LLC since June 2013 and is also registered in the state of North Carolina.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
06/27/2013 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/12/2012 - 06/17/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
01/03/2011 - 08/23/2011
ING FINANCIAL PARTNERS, INC. (RALEIGH NC)
NC
10/28/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (RALEIGH NC)
BOTH
Issued 01/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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