Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah M. Dotinga is a registered representative of Wells Fargo Clearing Services, LLC. Leah has been in the financial services industry since August 2012. Leah is licensed to provide securities and investment advisory services in Michigan and Texas. Leah has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Leah holds a Series 6, 7, 63, 66, 9, and 10 license. In addition to her work with Wells Fargo Clearing Services, LLC, Leah is also a notary public.
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.
Investment consulting services to institutional 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.
1
2
MI
11/03/2022 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
01/23/2018 - 12/31/2019
MUTUAL SECURITIES, INC. (Grand Rapids MI)
MI
12/06/2012 - 01/24/2018
VALMARK SECURITIES, INC. (GRAND RAPIDS MI)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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