Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Claire White is an Investment Advisor Representative at Ameriprise Financial Services, LLC, a firm that manages $1 billion - $10 billion in assets. Leah has been in the financial industry for over 8 years, specializing in financial planning, pension consulting, and educational seminars. Leah offers investment advice to individuals, corporations, pension and profit-sharing plans, trusts/estates, insurance companies, charitable organizations, and state or municipal government entities. Leah is licensed in New York, Texas, Florida, and South Carolina.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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NY
01/03/2025 - Present
Ameriprise Financial Services, LLC (ROCHESTER NY)
BOTH
Issued 08/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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