Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Schoenfeld is a financial advisor with Bok Financial Securities, Inc. Leah Schoenfeld is registered with the state of Texas and has been in the industry since March 20, 2011. Leah Schoenfeld has passed the Series 66, SIE and Series 7 exams. Leah Schoenfeld has previously worked at Frost Brokerage Services, Inc., J.P. Morgan Securities LLC and Chase Investment Services Corp. Leah Schoenfeld specializes in providing financial advice to individuals and businesses. Leah Schoenfeld offers a variety of services, including financial planning, portfolio management, and educational seminars.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
TX
08/09/2023 - Present
BOK Financial Securities, Inc. (San Antonio TX)
TX
11/25/2013 - 09/21/2021
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
10/01/2012 - 10/10/2013
J.P. MORGAN SECURITIES LLC (ARLINGTON TX)
TX
05/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
TX
01/22/2009 - 03/31/2010
EDWARD JONES (AUSTIN TX)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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