Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lea? Claim Your ProfileLea Levines is a financial advisor with Fifth Third Wealth Advisors LLC. Lea has been in the industry since 2001 and holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Lea is also a Certified Financial Planner. Fifth Third Wealth Advisors LLC offers a variety of financial planning services, including portfolio management for individuals, businesses, and charitable organizations. Lea works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lea also serves on the Vestry of St. Ann's Episcopal Church and is the Co-Chair of the Finance Committee and Chair of the Investment Committee.
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.
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.
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OH
02/14/2024 - Present
Fifth Third Wealth Advisors LLC (CINCINNATI OH)
FL
05/07/2008 - 12/31/2015
MBSC SECURITIES CORPORATION (TAMPA FL)
FL
04/11/2001 - 01/23/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 01/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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