Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Grace Williams is a financial advisor with Hornor, Townsend & Kent, LLC. Leah has been in the financial services industry since 2016 and has a diverse background in both insurance and investment management. Leah holds multiple licenses and designations including the Series 6, 7TO, 26, 63, and 65 licenses. Leah is also a Chartered Financial Consultant (ChFC). Prior to joining Hornor, Townsend & Kent, LLC, Leah worked at NYLIFE Securities LLC. Leah is committed to providing her clients with comprehensive financial advice that helps them reach their goals.
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.
Trail commissions, distribution assistance fees
1
2
NC
11/10/2023 - Present
Hornor, Townsend & Kent, LLC (CHARLOTTE NC)
SC
09/26/2016 - 10/27/2023
NYLIFE SECURITIES LLC (INDIAN LAND SC)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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