Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Jane Jones is a financial advisor with Hightower Advisors, LLC, located in Bethesda, MD. Leah Jones is registered with FINRA and has been in the industry since September 16, 2007. Leah Jones has a Series 63, Series 65, Series 7, and SIE licenses. Leah Jones is a Certified Financial Planner. Leah Jones has experience with CITIGROUP GLOBAL MARKETS INC., TD AMERITRADE, INC., and E*TRADE SECURITIES 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MD
05/11/2015 - Present
Hightower Advisors, LLC (BETHESDA MD)
MD
09/05/2014 - 05/22/2015
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
DC
12/11/2013 - 08/21/2014
TD AMERITRADE, INC. (WASHINGTON DC)
DC
09/18/2012 - 12/05/2013
E*TRADE SECURITIES LLC (WASHINGTON DC)
MD
07/18/2011 - 07/16/2012
LPL FINANCIAL LLC (ROCKVILLE MD)
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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