Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Harper is a registered representative with Schwab Wealth Advisory, Inc. Leah has been in the industry since 2018. Leah holds Series 7, Series 63, and Series 66 licenses and is registered in 51 states. Leah specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Leah's firm manages assets for a variety of clients, including individuals, businesses, and institutions.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
04/04/2022 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BOTH
Issued 04/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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