Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial advisor professionals in Yarmouth.
We verify your phone before sharing it — no spam.
Zachary Leonard is a financial advisor professional located in Yarmouth, ME. They specialize in financial advisory.
Zachary Leonard - Key Investment Services Llc holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Yarmouth, ME? Contact Zachary Leonard to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Zachary Leonard - Key Investment Services Llc will respond directly.
Zachary Leonard operates Key Investment Services LLC in Yarmouth, Maine, providing financial advisory services. The business is registered with a FINRA CRD license number 8210287, which governs securities and investment activities. This registration ensures compliance with federal financial industry standards and regulatory oversight. Prospective clients should verify current licensing status and service scope directly with the firm before engaging.
A FINRA CRD license indicates the business is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment professionals. This registration means the firm and its representatives are subject to FINRA rules, examinations, and ongoing compliance requirements. It signals that the business operates within the regulated securities industry and must follow established standards for client protection and disclosure. Clients can verify licensing details through FINRA's BrokerCheck system.