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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Weinberg is a financial advisor with over 7 years of experience in the industry. Leah Weinberg is registered with Osaic Wealth, Inc. and is currently licensed in 5 states, including California, Florida, Massachusetts, North Carolina, and Texas. Leah Weinberg specializes in providing financial planning, portfolio management, and pension consulting services. Leah Weinberg has experience working with high-net-worth individuals, corporations, and pension plans. Leah Weinberg is a Certified Financial Planner and has earned the Series 7, Series 24, and SIE licenses. Leah Weinberg is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
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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2
MA
06/14/2024 - Present
Osaic Wealth, Inc. (CHESTNUT HILL MA)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (JAMESTOWN NY)
MA
07/03/2017 - 07/17/2020
INVESTACORP, INC. (CHESTNUT HILL MA)
MA
07/25/2015 - 10/08/2015
INVESTACORP, INC. (CHESTNUT HILL MA)
BOTH
Issued 08/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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