Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Vanpoelvoorde is a financial professional with over 9 years of experience in the industry. Leah is currently registered with Cetera Investment Advisers LLC and holds a Series 66, Series 7, and SIE license. Leah has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Leah offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Leah is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial 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.
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.
A percentage of the total value of assets under management is charged.
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AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Phoenix AZ)
AZ
09/29/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Phoenix AZ)
AZ
09/05/2014 - 09/04/2020
VOYA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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