Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Ronnell Vanwelie is a financial advisor at Raymond James Financial Services Advisors, Inc. Leah Vanwelie is registered in 35 states and has been in the industry since 1996. Leah Vanwelie is also a board member, board subcommittee member, officer, or director of Williams Financial Services, Inc. Leah Vanwelie provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/15/2010 - Present
Raymond James Financial Services Advisors, Inc. (Port Charlotte FL)
BOTH
Issued 02/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leah Vanwelie is the right advisor for you? Invested Better is here to help.
