Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Marie Mead is a registered representative and investment advisor representative. Leah is currently registered with Avantax Advisory Services. She has been in the industry since January 11, 2011. Leah has been registered with Avantax Advisory Services since April 23, 2022. Leah has experience with National Financial Services LLC and Fidelity Brokerage Services LLC. Leah is licensed to conduct business in Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/23/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
04/23/2014 - 07/11/2016
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
NH
07/29/2005 - 04/04/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 04/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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