Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Elizabeth Glenn schlangen is a financial advisor with CU Investment Solutions LLC, a firm that provides non discretionary investment advisory for institutional clients. Leah has been working in the financial services industry since December 2000. Leah is registered with FINRA and the state of California and Utah. Leah has the Series 66, Series 24 and Series 7 licenses.
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.
Non discretionary investment advisory for 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.
1
2
KS
02/17/2016 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
UT
07/02/2015 - 01/15/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
10/30/2012 - 06/29/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALT LAKE CITY UT)
CA
10/18/2005 - 08/13/2012
CU INVESTMENT SOLUTIONS LLC (SAN DIMAS CA)
CA
08/18/2000 - 10/18/2005
WESCORP INVESTMENT SERVICES, LLC (SAN DIMAS CA)
BOTH
Issued 04/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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