Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Morgan Leath is a financial advisor with LPL Financial LLC, based in Columbia, SC. Joseph has been in the financial services industry since 2007 and holds the Series 6, Series 63, and SIE licenses. Previously, Joseph worked for WELLS FARGO CLEARING SERVICES, LLC in Lexington, SC. Joseph specializes in a variety of areas, including financial planning, portfolio management, and retirement planning. He has experience working with a wide range of clients, including individuals, families, and businesses.
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.
1
2
SC
12/10/2020 - Present
LPL Financial LLC (COLUMBIA SC)
SC
01/31/2007 - 10/27/2020
WELLS FARGO CLEARING SERVICES, LLC (LEXINGTON SC)
BC
Issued 02/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Leath is the right advisor for you? Invested Better is here to help.
