Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Willey is a registered Investment Advisor Representative with Sound View Wealth Advisors Group, LLC. Leah is licensed in Georgia and South Carolina. Leah has a Series 65 license and has been in the financial services industry since 2016. Leah specializes in providing financial planning, portfolio management for individuals, and insurance solutions. Leah is also a consultant for Beautycounter.
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.
Credit and cash management solutions; insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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GA
05/01/2024 - Present
Sound View Wealth Advisors Group, LLC (Savannah GA)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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