Unclaimed
Leah Crystal Burnett is an investment advisor representative with over 20 years of experience in the financial services industry. Leah has a wide range of experience, having worked with Ameriprise Financial Services, LLC and IDS Life Insurance Company before joining Aurora Wealth Advisors in 2023. Leah is a Registered Representative and Investment Advisor Representative, registered with FINRA and several states. Leah is committed to providing personalized financial advice and solutions to meet the individual needs of clients.
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.
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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2
CA
01/13/2023 - Present
Aurora Wealth Advisors (SAN DIEGO CA)
OH
01/03/2002 - 01/18/2023
AMERIPRISE FINANCIAL SERVICES, LLC (BELLEFONTAINE OH)
MN
01/03/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/20/2000 - 04/26/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
11/01/1999 - 11/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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