Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Leach is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Drew has been in the industry since August 2012 and is currently registered in 28 states, as well as being registered with FINRA. Drew is a licensed supervisor and is able to provide a broad array of investment products and services to individuals, businesses, and institutional clients. Drew has a strong background in financial planning, portfolio management, and retirement planning. Drew is also a licensed insurance professional. In addition to Drew's experience and licenses, Merrill Lynch, Pierce, Fenner & Smith Inc. has been in business for many years and has a strong track record of success. Merrill Lynch, Pierce, Fenner & Smith Inc. has a large team of professionals who can provide a variety of services to meet the needs of its clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/05/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MORRISTOWN TN)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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