Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah West is a financial advisor at LPL Financial LLC. Leah has been working in the financial industry since November 9, 1994. Leah has a Series 6, 7, 63, and 66 license. Leah is registered to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Kansas, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Utah, and Wyoming. Leah also provides services in estate planning and financial planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/04/2023 - Present
LPL Financial LLC (LAMBERTVILLE NJ)
NJ
03/11/2003 - 01/05/2023
CADARET, GRANT & CO., INC. (LAMBERTVILLE NJ)
NJ
11/10/1994 - 03/14/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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