Unclaimed
Aleah D Powell is a registered representative with Edward Jones, a firm with over $10 billion in assets under management. Aleah holds the Series 7TO, Series 66 and SIE licenses. Aleah has been in the financial industry for over two years and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, trusts, pension plans and charitable organizations. Aleah specializes in financial planning, portfolio management, and providing retirement planning advice. Aleah also has experience working with clients who are looking to build wealth for the long term.
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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
TX
06/06/2024 - Present
Edward Jones (ROYSE CITY TX)
BOTH
Issued 05/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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