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 Trietiak is a financial advisor with over 15 years of experience in the financial services industry. Leah is currently registered with Singer Wealth Advisors LLC, a firm located in Boca Raton, Florida. Prior to joining Singer Wealth Advisors LLC, Leah held positions at several other financial firms, including Morgan Stanley and RBC Capital Markets. Leah is licensed to provide investment advice in the state of Florida. Leah's expertise includes financial planning, portfolio management, and pension consulting. Leah has a deep understanding of the financial markets and a commitment to providing her clients with personalized financial advice.
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.
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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FL
07/20/2024 - Present
Singer Wealth Advisors LLC (BOCA RATON FL)
FL
08/25/2015 - 08/03/2016
MORGAN STANLEY (Palm Beach Gardens FL)
FL
01/12/2015 - 09/10/2015
RBC CAPITAL MARKETS, LLC (PALM BEACH GARDENS FL)
FL
05/23/2008 - 03/24/2014
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
FL
08/08/2007 - 05/27/2008
MORGAN STANLEY & CO. INCORPORATED (W. PALM BEACH FL)
NJ
03/09/2005 - 10/07/2005
FARRAND INVESTMENT BANKERS (MONTVILLE NJ)
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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