Leo Sbardella Jr., Financial Professional

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Leo Sbardella Jr., Financial Professional Financial Services They are not intended, and should not be relied upon, as insurance, investment or financial advice. Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title
Important Information & Disclosures: http://bit.ly/2f98X9d

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
10/16/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

FDIC insurance was designed to protect your deposited funds, but do you know how?
10/14/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowi...
10/12/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowing".https://static.fmgsuite.com/media/documents/2d8a7dfe-7fec-4523-bf2c-025094a083be.pdf

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/12/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
10/09/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

If you thought that payouts from life insurance are tax-free in all cases, think again.
10/07/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f....
10/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f.pdf

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/05/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Ever heard of a Roth 401(k)? Would one be right for you?
09/30/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Address

11325 N. Community House Road Suite 450
Charlotte, NC
28277

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