Unclaimed
Leah Marie Jordan is a financial professional with over six years of experience in the financial services industry. Leah has a strong understanding of the securities industry and is well-versed in investment banking, trading, and advisory services. Leah is currently registered with Foreside Fund Services, LLC, where Leah specializes in providing clients with a range of financial services. Leah has a Series 7, Series 79, Series 24, and Series 63 license. Leah has experience working with clients in a variety of industries, including retail, corporate, and institutional clients. Leah is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
NA
04/22/2024 - Present
Foreside Fund Services, LLC (London )
NY
04/12/2017 - 02/15/2023
FORESIDE FUND SERVICES, LLC (New York NY)
NY
12/10/2014 - 03/04/2016
MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)
BC
Issued 01/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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