Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Langerman is a financial advisor with Robert W. Baird & Co. Inc. Leah has been in the industry since 1984. Leah has her Series 6, 7, 24, 31, 63, and 65 licenses and the SIE exam. Leah specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Leah is registered in 35 states. Leah has worked with individuals, corporations, trusts, estates, charitable organizations, and more.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
05/23/2018 - Present
Robert W. Baird & Co. Inc. (PHOENIX AZ)
AZ
10/31/2005 - 12/20/2007
AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/14/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
DE
08/28/1989 - 04/26/1990
PML SECURITIES COMPANY (NEWARK DE)
VT
01/24/1989 - 09/01/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
AZ
03/22/1988 - 02/03/1989
HUTCHISON FINANCIAL CORPORATION (PHOENIX AZ)
NA
09/06/1984 - 03/18/1988
NORCAP SECURITIES, INC.
NA
04/17/1984 - 08/24/1984
TITAN CAPITAL CORPORATION
NA
01/20/1982 - 05/14/1982
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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