Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leaann? Claim Your ProfileLeaann Michalle Moore is a financial advisor with over 25 years of experience in the industry. Leaann has a strong background in both investment advisory and brokerage services, having worked for Ameritas Investment Corp. for over 20 years before joining Principal Securities, Inc. in 2018. Leaann holds licenses in Nebraska and Texas and is registered as a Registered Representative and Investment Advisor Representative. Leaann specializes in providing financial planning, investment management and pension consulting services to 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
03/08/2021 - Present
Principal Securities, Inc. (Lincoln NE)
NE
10/06/1995 - 07/06/2018
AMERITAS INVESTMENT CORP. (Lincoln NE)
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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