Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Loewenthal is an investment advisor representative with Beacon Pointe Advisors, LLC. Leah has over 6 years of experience in the financial services industry. Prior to joining Beacon Pointe Advisors, Leah worked at Wells Fargo Clearing Services, LLC. Leah is registered to provide investment advice in California.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
11/30/2021 - Present
Beacon Pointe Advisors, LLC (Campbell CA)
CA
03/03/2021 - 12/08/2021
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
07/02/2015 - 11/10/2017
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
10/14/2014 - 07/06/2015
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
CA
02/03/2014 - 06/18/2014
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
BC
Issued 03/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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