Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Clancy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Leah has over 13 years of experience in the financial services industry. Leah's previous roles include financial advisor positions at USAA Financial Advisors, Inc., LPL Financial LLC, and AssetMark Brokerage, LLC. Leah specializes in providing financial planning, investment consulting services, and portfolio management for individuals, businesses, and institutional clients. Leah holds Series 7, 63, and 65 licenses. Leah is also registered to provide investment advisory services in multiple states. Leah is committed to helping clients achieve 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.
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.
Investment consulting services to institutional clients
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
AZ
05/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
09/16/2019 - 03/14/2023
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
01/23/2018 - 03/05/2019
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/08/2013 - 01/08/2018
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
08/21/2009 - 11/01/2011
WFG INVESTMENTS, INC. (SCOTTSDALE AZ)
AZ
09/30/2008 - 08/24/2009
ASSOCIATED SECURITIES CORP. (PEORIA AZ)
IA
Issued 05/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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