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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ekaterina? Claim Your ProfileEkaterina Leibold is a financial advisor at LPL Financial LLC, where she has been since 2015. Before joining LPL Financial LLC, she was a financial advisor at Northwestern Mutual Investment Services, LLC from 2006 to 2015. Ekaterina Leibold is a Series 7 and Series 63 licensed representative and holds the SIE exam. Ekaterina Leibold's career in the financial services industry began in 2001. Ekaterina Leibold is registered with the state of New Jersey and New York.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
02/25/2015 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
08/18/2006 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
OH
05/15/2003 - 02/22/2005
VALMARK SECURITIES, INC. (AKRON OH)
SC
01/22/2001 - 07/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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