Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Dawn Schwarz is a financial advisor at Steward Partners Investment Advisory, LLC. Leah has been in the financial services industry since June 13, 2010. Leah is registered to provide investment advice in 22 states and is also a Certified Financial Planner. Leah specializes in providing financial planning and investment advice to individuals, families, and businesses. Leah has extensive experience working with clients on a variety of financial matters, including retirement planning, college savings, estate planning, and insurance. Leah's previous experience includes working as a financial advisor at Edward Jones and Raymond James & Associates, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
07/01/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
09/07/2018 - 06/30/2022
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
TX
06/14/2010 - 09/11/2018
EDWARD JONES (CASTROVILLE TX)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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