Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Eller is a financial advisor with over 20 years of experience in the industry. Leah has been with Snowden Capital Advisors LLC since June 2018. Prior to that, she worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Leah has a wide range of experience in providing financial advice to individuals, families, and businesses. Leah is a Certified Financial Planner and holds the Series 31, 63, 65, and 7 licenses. Leah is committed to helping her clients achieve their financial goals.
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
NY
06/28/2018 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
TX
05/22/2009 - 06/25/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
04/02/2007 - 05/28/2009
MORGAN STANLEY & CO. INCORPORATED (SAN ANTONIO TX)
TX
07/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SAN ANTONIO TX)
NY
04/05/2000 - 07/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
09/01/1999 - 09/21/2000
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
IA
Issued 09/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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