Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Leonard is an investment advisor representative at Prosperity Capital Advisors. Zachary has been in the industry since 2017 and has experience in providing financial planning, portfolio management, and educational seminars. Zachary is a licensed insurance agent and offers fixed insurance products including life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements. Zachary also assists clients with tax preparation services. Zachary holds a Series 65 license and is registered in North Carolina 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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NC
01/25/2023 - Present
Prosperity Capital Advisors (Rocky Mount NC)
IA
Issued 01/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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