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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Manderson is a financial advisor who has been in the industry since 2015. Leah is a Certified Financial Planner™ and is registered to provide investment advice in Georgia and Virginia. Leah currently works with World Investment Advisors, LLC, and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. She also provides financial planning services. Leah has previously worked with Voya Financial Advisors, Inc., and Charles Schwab & Co., Inc.
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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2
GA
03/15/2024 - Present
World Investment Advisors, LLC (Alpharetta GA)
CT
01/23/2023 - 02/27/2024
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
GA
08/24/2020 - 09/14/2022
CHARLES SCHWAB & CO., INC. (Alpharetta GA)
TX
08/18/2015 - 04/19/2017
CHARLES SCHWAB & CO., INC. (HOUSTON TX)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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