Unclaimed
Leah Elizabeth Palladino is a financial advisor with Ameriprise Financial Services, LLC in Tarrytown, New York. Leah has been in the financial services industry since 2010 and is registered to provide investment advice in Florida, New Jersey and New York. Leah has a Series 7, Series 66 and SIE securities license. Leah also has experience with Wells Fargo Advisors, LLC.
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.
1
2
NY
04/04/2023 - Present
Ameriprise Financial Services, LLC (Tarrytown NY)
DE
04/23/2014 - 08/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON DE)
NJ
11/20/2013 - 04/09/2014
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
NJ
10/13/2010 - 09/05/2012
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
BOTH
Issued 04/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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