Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Megan Beattie is an investment advisor representative at Veris Wealth Partners, LLC. Leah has been in the industry since 2004. Leah is registered with the state of New Hampshire. Leah has passed Series 6, 7, 63 and 65 exams. Leah specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Leah also provides financial planning and pension consulting services. Leah has experience working with individuals, high-net-worth individuals, and charitable organizations. Leah has over 2 billion dollars in assets under management. Leah has experience working with A. G. Edwards & Sons, Inc., and Waddell & Reed, Inc. Leah is committed to providing her clients with personalized financial advice and investment management services.
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
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
NH
08/15/2008 - Present
Veris Wealth Partners, LLC (PORTSMOUTH NH)
NH
11/09/2006 - 09/20/2007
A. G. EDWARDS & SONS, INC. (PORTSMOUTH NH)
KS
10/28/2004 - 08/31/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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