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Zachary Appleby-Leo is a financial_advisor professional located in Sidney, IA. They specialize in financial advisory. With over 15 years of experience, they bring deep expertise to every client.
Zachary Appleby-Leo - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Zachary Appleby-Leo operates Pfs Investments Inc. in Sidney, Iowa, offering financial advisory services. With 15 years of experience in the financial services industry, Appleby-Leo brings substantial background to client engagements. The business holds a FINRA CRD license number 5807375, which provides regulatory oversight of investment and financial advisory activities. Clients seeking financial guidance in the Sidney area can connect with this established firm.
A FINRA CRD (Central Registration Depository) license indicates that Zachary Appleby-Leo is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing broker-dealers and investment advisors. This registration means the advisor operates under FINRA's regulatory framework and compliance requirements, which govern sales practices, customer protection, and ethical standards in securities and investment advisory work. The CRD license provides a public record of the advisor's registration status and disciplinary history, allowing clients to verify credentials and background.