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LZ

Leonard H. Zacks

LBMZ SECURITIES
CHICAGO, IL 60606-1705
Some features on this profile are disabled
CRD#: 806891
LZ

Professional summary


Leonard Harvey Zacks is a registered financial professional currently at LBMZ SECURITIES, INC. located in Chicago, Illinois.

Leonard is registered as a RR (Registered Representative) and started their career in finance in 1975. Leonard has worked at 4 firms and has passed the Series 7TO, SIE, Series 31, Series 1, Series 24 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Leonard Harvey Zacks's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 21, 1979 - Present

LBMZ SECURITIES, INC.

Office #1: 101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705Office #2: 101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
BD
CRD#: 7874
CHICAGO, IL
Past

March 20, 1978 - October 6, 1978

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
Past

June 18, 1975 - December 19, 1977

BECKER SECURITIES INCORPORATED

BD
CRD#: 6796
Past

April 1, 1975 - October 22, 1975

A G BECKER & CO INCORPORATED

BD
CRD#: 1000001

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/24/1997)

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 2/4/1999
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 1
Date: 3/25/1975
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/27/1978
Registered Principal Examination
SRO Registrations
RR
FINRA

Current Firm


LS
LBMZ SECURITIES, INC.
LBMZ SECURITIES, INC. | ZACKS TRADE | ZACKS AND COMPANY | ZACKS & COMPANY, INC. | ZACKS & COMPANY

CRD#: 7874 / SEC#: , 8-23266

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
Mailing Address
101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
Phone number
(312) 630-9880
Established
Illinois since 09/20/1978
Firm type
Corporation
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FRANCINE ZACKS 2012 GIFT TRUSTOWNER
CALDER, JUDITH ANNCHIEF COMPLIANCE OFFICER38260
COLOMBO, DOUGLAS NMNFINOP1858351
ZACKS, LEONARD HARVEYPRESIDENT & DIRECTOR806891
ZACKS, MITCHEL ETHANTRUSTEE FOR THE FRANCINE ZACKS 2012 GIFT TRUST2649079

Disclosures


Regulatory Event8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LBMZ SECURITIES, INC.

CRD#: 7874Chicago, IL 60606-1705

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