Unclaimed
Leah Granger is a financial advisor with over 15 years of experience in the industry. Leah is registered with Commonwealth Financial Network and has a strong track record of success in helping clients achieve their financial goals. Leah is a Certified Financial Planner™ and holds the Series 7, Series 24, Series 52, Series 53, and Series 99TO licenses. Leah specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Leah has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Rochester NY)
MA
04/02/2018 - 05/31/2019
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
11/17/2008 - 07/05/2016
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
04/01/2008 - 11/24/2008
LPL FINANCIAL CORPORATION (WALTHAM MA)
BOTH
Issued 05/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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