Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lea? Claim Your ProfileLea Bancroft is a registered representative with MML Investors Services, LLC. Lea has been in the financial services industry for over 30 years. Lea holds Series 6, 7, 24, and 63 licenses and SIE. Lea is also registered in the state of New York as an investment advisor representative. Lea provides financial planning, asset allocation programs, and portfolio management services to individuals, businesses, and retirement plans. In addition to her role at MML Investors Services, LLC, Lea is also a partner in Suzea's LLC, a restaurant/bar, and the owner of Bancroft Realty LLC, a real estate company. Lea is also a martial arts instructor at Tatsu-Do Karate.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (MOUNT MORRIS NY)
DE
05/31/1989 - 11/26/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 06/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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