Unclaimed
Leah Anne Plotz is a registered representative with Nylife Securities LLC. Leah has been in the securities industry since February 9, 2010, and has experience with both Metlife Investors Distribution Company and New England Securities. Leah has passed the Series 6 and Series 63 exams and holds a registration in Iowa.
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.
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.
1
2
IA
06/21/2017 - Present
Nylife Securities LLC (ATKINS IA)
IA
05/25/2006 - 12/31/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
08/22/2003 - 12/31/2010
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leah Plotz is the right advisor for you? Invested Better is here to help.